Analytics
Stop guessing how the month is going. See it.
cotizaciónweb doesn't just issue documents. It shows you how much you quoted, exactly where deals are slipping away and how each sales rep is performing.
You used to send it and it vanished.
Now the quote tells you what happened to it: when it was opened, how long they looked and whether they downloaded the PDF. It's the signal that separates “not interested” from “never saw it”.
Now · tracked
#1043 · Pacific Steel Corp.
4 min 12 s on screen
- 9:14 AM
Pacific opened the email with the quote.
Email opened - 9:16 AM
Pacific opened the quote in the viewer.
Viewed in viewer - 9:20 AM
Pacific downloaded the quote PDF.
Download - 5:42 PM
Pacific accepted the quote from the viewer.
Accepted
The status changed to “accepted” on its own, without anyone touching it.
One screen for today. Another to understand the month.
You log in and already know what to do.
Home greets you with what expires this week, what's awaiting a reply and how much you've quoted so far. No filtering, no setup.
And why the month is going the way it is.
The Dashboard opens up the pipeline: where quotes drop off, how it compares with last month and who on the team is closing.
A number on its own says nothing. Compared, it does.
Every metric comes with its change and trend against the previous period, so you can correct course within the month, not after it closes.
Whoever quotes the most isn't always who closes the most.
Each sales rep with their volume, their conversion rate and their real share of the month's total. The one leading by amount and the one converting best are almost never the same person.
And everything else the dashboard is already calculating for you.
Analysis filters
By year, month and sales rep, with a period picker for the charts.
Monthly trend
Quote volume by status over time.
Breakdown by status
Count and total amount in each pipeline status.
Average deal size
Last 12 months, comparing the overall figure against accepted quotes only.