Analytics and Reporting


Gain Valuable Insight Into Your Organization

AccountReporter™ empowers sales managers with valuable information from the AccountManager™ and SalesAnalysis™. With AccountReporter™, you can easily query the information you need, then generate reports directly in Microsoft® Excel. Opportunity reports, quote reports, sales reports, activity reports and more can be generated by the AccountReporter™. If the built-in reports do not meet your needs, custom exports are easy to create using the configurable export wizard. Simply fill out a template to create your own report.

AccountManager 365, use AccountManager right from your Outlook inbox

Update opportunities, activities and more right from your Outlook in-box