DATA VISUALIZATION STUDIO
Advanced Reporting and Dashboard Platform
Wouldn’t it be great if key employees had their own custom reports and dashboards designed specifically for their role?
Give your team the information they need quickly and succinctly to help them succeed, from the Business Development Rep to the CEO.
Eliminate manual processes by scheduling reports to be emailed to your team with real-time data.
Have it Your Way
Choose from eRep Standard Reports or create custom, web-based reports and dashboards with no coding knowledge needed.
From Data to Intelligence
Transform your raw data into actionable intelligence that improves opportunity, quote, and sales channel management with better forecasting, information and insights.
Manage leads, quotes, orders and more across your multi-channel sales teams. Roll up reports for Sales Leadership.
Easily find your top products bundles and incentives that maximize top line revenue, margins, and campaign ROI.
Effectively plan for production and material control with insights into your order pipeline.
See and Share
Create and distribtue reports across your organization so everyone stays on the same page.
See How eRep Configures Your Products
HVAC, Electrical, Furniture, Car Wash Equipment, Generators, Windows, Architectural Products, Tiny Houses, Wiring, Dryers, Trailers… No mater what you make, eRep can price it. Contact us and we will show you how for your products.
“eRep is helping us to mistake-proof our quoting process. We were spending too much time and money correcting those problems.”
Data Visualization Studio – How it Works
Create tabular, matrix, and summary reports to highlight your data just the way you need.
CREATE YOUR SOURCE REPORTS
The custom report designer lets users create, modify and save reports and graphs. Once created, you can export to personal or shared dashboards or send the reports to Excel, Word, PDF or XML formats.
COMBINE REPORTS AND CHARTS INTO DASHBOARDS
Based on data from your source reports, you can visualize that data and turn it into actionable intelligence with easy-to-understand dashboards customized for each user’s role.
SCHEDULE AUTOMATIC DELIVERY TO TEAM MEMBERS
Keep your team up-to-date with real-time data delivered on-demand or through daily, weekly, monthly or quarterly recurring reports. Build your dashboards once and have them roll up across the organizations hierarchy.