Your whole pipeline, read at a glance.

Pipeline value, win rate, deal size and time to sign, by period and by rep. Change the view and watch it recount.

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No credit card required4.2 on Capterra

Interactive demo of a QuoteCloud sales report for a four-person team. Choose a period (September, the third quarter or the last 12 months) and a team member, and the report shows pipeline value, win rate, average deal size and average time to sign, a column chart of value won over time, quotes by status and a table comparing each rep's value won, win rate and days to sign. The current view is announced below the controls.

ReportsSales performance

Jul – Sep 2026 · whole team, compared with the previous quarter

Every quote is a data point. Reports read them for you.

No spreadsheet to keep, because the numbers come from the documents themselves.

  1. 01

    Quote as usual.

    Every document carries its value, owner and status from the moment it is sent.

  2. 02

    Pick your view.

    By period, by rep and by status, or through the saved filters you already use.

  3. 03

    Share the story.

    Export to CSV for Excel, Google Sheets or BI, or get the summary by email.

The numbers that move a sales meeting.

From one quote to the whole team, without leaving QuoteCloud.

  • A forecast your team can move.

    Give open quotes a confidence level and a month, then drag them along as deals firm up.

  • Win rate, honestly counted.

    Accepted against lost, so open quotes never flatter it.

  • Time to sign, and where it drags.

    See how long deals take from sent to signed, and spot the slow ones.

  • Every rep, side by side.

    Value won, win rate and time to sign per person, to celebrate and to coach.

  • Your data, wherever you work with it.

    Export document data to CSV from the dashboard, with titles, statuses, owners, recipients and values, or get a summary in your inbox every week.

    Search and filters

Answers for your Monday meeting.

The questions every sales lead asks, answered before anyone opens a spreadsheet.

  • What will we close this month?

    $185kweighted forecast for October

  • Who needs a hand?

    29%Sam's win rate, against 40% for the team

  • Where do deals stall?

    9quotes waiting in Signing for over a week

  • Is our pricing landing?

    +8%average deal size on last quarter

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Rated, secure and in business since 2013.

  • 4.2Capterra rating
  • 4.2Software Advice rating
  • 2013Building QuoteCloud since
  • eIDAS compliant eSignatures
  • 256-bit encryption
  • Hosted on AWS
  • GDPR compliant

Questions, answered

Disclaimer: Parties other than QuoteCloud may offer products, services, recommendations, or opinions on QuoteCloud's platform ("Third Party Materials"). QuoteCloud does not undertake the examination or evaluation of such Third Party Materials and does not provide any warranties concerning them. Links to Third Party Materials are provided for convenience and do not imply an endorsement by QuoteCloud. Microsoft Excel is a trademark of Microsoft Corporation. Google Sheets is a trademark of Google LLC.

Know your numbers before Monday.

Free for 14 days. No credit card required.

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