Sales & Comissions

QUIXOTIC offers a reporting and analytics dashboard within the CRM, giving you full visibility over your energy supplier's sales activity and commissions.

Sales tracking

Real-time view of the sales pipeline, filterable by date, service type, manager, and responsible entity.
→ Opportunities created, won, conversion rate, active pipeline, pipeline consumption, and average sales cycle
→ Funnel by status: new, in progress, pending validation, locked, won, discarded
→ Breakdown by service type (electricity, gas)
→ Manager ranking by opportunities created, won, conversion rate, and activities per won opportunity
→ Activities per manager: calls, emails, and meetings
→ Productivity by responsible entity
→ Monthly trend of opportunities created vs. won

Commissions

Commission dashboard, filterable by date, status, type, and channel. Some examples:
→ Commission by status: paid, pending, cancelled
→ Commission by type: energy, power
→ Commission by channel and type
→ Commission by channel and status

Commissions are linked to the Team hierarchy configured for the organization. More on Teams →

‍