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channelcentral Previews New Interactive BI Dashboards in iQuote 

channelcentral is delighted to preview its new, improved interactive BI Reporting Dashboards in iQuote from February 2021. For periods of three, six or 12 months, Admin Users of iQuote can run BI views and reports to show iQuote utilization, breadth, pitch rates and top users. This iQuote BI Reporting Dashboard is interactive, much quicker than before, available at any time and complements six-monthly reporting that is already sent to hosts each month. The iQuote BI Reporting Dashboard is displayed on screen and now also available in pdf download, in addition to csv and xlsx. 

channelcentral is committed to demonstrating Return on Investment with its services, and the improved reporting dashboard offers subscribers further opportunities to monitor and drive utilization and attach rates. The iQuote BI Reporting Dashboard also includes Top User reporting by individual user or company. 

The new, improved iQuote BI Reporting Dashboard is available to any admin user of an iQuote instance. Most Hosts of iQuote have one or two Admin Users, but this can be increased if an additional individual in the Host organization wishes to access reporting information. 

To support Hosts in optimizing their use of the iQuote BI Reporting Dashboard, channelcentral will be hosting webinars to guide Project Sponsors and Admin Users on getting the most out of the improved facility. These webinars will be available for individual Hosts and group sessions for Hosts with instances of iQuote in more than one country. 

iQuote BI Reporting Dashboard Features Summary 

 

Feature  Old Reporting  New Reporting 
Access  Admin Users  Admin Users 
Dashboard  High-Level User Stats  Plus Company, Value, Pitch Rate Stats¹
Graphical  No  Yes 
Interactive  No  Yes 
Exports  Excel, CSV  Excel, CSV, PDF 
Performance  Slow  Optimized²
Quote Summary  Basic  Enhanced 
Quote Details  Basic  Enhanced 
Date Selection  Minimal  Enhanced 
Top Companies/Users  No  Yes (Top 10 as default but can be expanded) 

 

¹Options/Services per System & #Services per System 
² Running detailed reports over long periods may take up to 30 seconds or more 

 

Utilization Dashboard 

 

BI Reporting via Email 

Key points: 

  1. Customers who receive BI Reports via email can now Opt-Out, as they can self-generate stats provided they have an Admin User iQuote Login. 
  2. Mailing of single country BI Reports will be fully automated. 
  3. Roadmap to provide multi-country BI Reports (for Framework Customers) in CY 2021. 

Data Table Reporting via Email 

Key points: 

  1. Customers who receive these via email can now Opt-Out, as they can self-generate stats, provided they have an Admin User iQuote Login. 
  2. Data Table reports are currently not available to all iQuote Hosts, so this enhancement takes coverage to 100% of iQuote Hosts. 

 

Top Users Dashboard 

 

Reports Dashboard 

FAQ 

What is changing in iQuote? 

We’ve improved the in-application BI Reporting Dashboard to contain additional useful information for Hosts. The new dashboard reporting tool is interactive, much quicker than before, includes additional reporting on utilization and users, and offers other exporting options.  

What reporting is new in the iQuote BI Reporting Dashboard? 

Two report areas: 

  1. Utilization: numbers of quotes created, value of quotes created, user mix of quotes created (internal/external), company breadth, user breadth and pitch rate averages. 
  2. User: top users (company and individual) by new quotes or quote value. 

Is there anything that I could do before that I can’t do now? 

All previous reporting is available in the new, improved BI Reporting dashboard. 

How can the reports be filtered? 

The BI Reporting dashboard for utilization allows filtering by periods and internal/external users. Top User reporting now has a new view available, by new quotes/quote value. 

What periods can I report on in the new BI Reporting dashboard? 

All utilization reports can run for the last full three, six or 12 calendar months, e.g. if you run the previous three months in the middle of April, you will receive a report for the whole of January, February and March of the same year) 

How detailed are reports? 

Reports can be selected as ‘Summary’ with graphical information or ‘Detailed’, containing user activity and can be very large spreadsheets depending on your utilization. 

Who at my organization can access the BI Reporting dashboard? 

Each instance of iQuote has one or more Admin Users. Only Admin Users have access to the BI Reporting Dashboard. If you need another individual at your organization to have access, we can make them an Admin User. Please use the Feedback form in the application to request this.

Will I still receive monthly BI Reports by email? 

Yes. BI reports by email will not be affected.  If you already received the BI Reports each month, this will continue, unless you opt out. 

In which formats can the BI Report Dashboard export? 

Reporting can be exported in data form (.xlsx, .csv) or graphical form (.pdf). 

I want to know more about the improved iQuote BI Reporting Dashboard.  What other support can you provide? 

channelcentral will be hosting webinars free-of-charge to individual Hosts to support Project Sponsors and Admin Users on optimizing the information available in the iQuote BI Reporting Dashboard. Hosts that have instances of iQuote in more than one country can arrange a group session. Email marketing@channelcentral.net to request a support webinar for your stakeholders and users. 

 

 

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