Unlock Powerful Analytics for Your Sales Success
AccuInsights delivers powerful, built-in analytics across the entire ROM platform, designed to streamline your sales and quoting process. With customizable dashboards, real-time tracking, and in-depth reporting, AccuInsights puts all your critical data in one accessible place.
Transform Your Data into Actionable Insights
Monitor quote volumes, job statuses, and performance by manufacturer or salesperson, and gain insights into trends that shape strategic decision-making. Every feature in AccuInsights is crafted to improve workflow efficiency, empowering your team to focus on growth and results.
Powerful Data Analysis
Real-Time Data Visibility
AccuInsights provides immediate access to the most current data across every part of your quoting and sales operations, allowing you to stay agile in a fast-paced market. With up-to-the-minute insights into job statuses, quote volumes, and profit margins, you’re equipped to monitor performance as it unfolds.
This real-time visibility not only keeps you informed but also enhances your ability to act on trends or anomalies as they arise, giving you a competitive edge. Adjusting to client demands, market shifts, or internal targets becomes seamless when you have live data at your fingertips. AccuInsights ensures that your entire team is on the same page, enabling a coordinated and proactive approach to your sales strategy.
Accuracy and Flexibility
Customizable Reporting
With AccuInsights, reporting adapts to your business’s unique requirements, giving you the flexibility to create detailed, custom reports for every facet of your operations. From filtering by manufacturer to tracking salesperson performance or analyzing project status, you can tailor each report to highlight what matters most to your team.
The ability to schedule these reports for automatic delivery ensures that everyone has the latest information, helping to keep decision-making aligned and timely. Whether you need a snapshot for a daily update or an in-depth monthly review, AccuInsights puts customizable reporting at your fingertips, keeping your insights as relevant as your goals.
Analytics Made Easy
Effortless Data Integration
AccuInsights removes the hassle of manual data entry, compiling all relevant sales information in the background while your reps focus on their core tasks. Each action—from quoting to closing—is automatically recorded and organized, creating a seamless data stream that requires no additional work from your team.
This background integration ensures that every sales activity is tracked and logged without interrupting workflow, saving time and reducing errors. Effortless data integration means your team can operate at full speed without sacrificing valuable insights or missing critical information, as AccuInsights captures every detail to power your analytics.
Complex Data Made Understandable
Visual Insights for Quick Decisions
AccuInsights’ color-coded metrics make complex data instantly understandable, highlighting profit margins, job statuses, and more with intuitive visuals. This easy-to-read layout allows you to spot key performance indicators and outliers quickly, whether you’re looking at a single job’s profit or the broader trends across multiple projects.
By organizing data visually, AccuInsights enables faster, more informed decision-making, helping your team respond to high-impact opportunities or address areas that need improvement. The system’s visual approach reduces the time spent on data interpretation, empowering your team to act with clarity and confidence in every situation.
Features that Drive Success
Explore the powerful tools in AccuInsights that simplify analytics and elevate your decision-making. Each feature is designed to enhance visibility, streamline workflows, and empower your team with actionable insights.
AI-Driven Data Analysis
AccuInsights utilizes advanced algorithms to analyze and present complex data in a straightforward format. This automated analysis streamlines decision-making by highlighting key insights.
Comprehensive Job Tracking
Track job volumes, quote statuses, and project milestones across various divisions and manufacturers. Gain an organized view of every project’s progress, status, and profitability.
Performance by Salesperson
Automatically track quote volumes, margins, and profits by each salesperson. Identify top performers and optimize team dynamics based on clear, data-driven insights.
Manufacturer-Specific Insights
Access detailed analytics by manufacturer to monitor product performance. AccuInsights helps you identify which manufacturers yield the highest profitability and volume, guiding partnership strategies.
Custom Dashboards
Customize your dashboard to display your most critical metrics, from sales volumes to quote margins. Tailor your analytics view for quick, prioritized decision-making.
Exportable Reports
Easily export data to Excel, PDF, or CSV formats to share insights across your team. Flexible export options make it simple to integrate AccuInsights data into presentations or documents.
Profit Margin Tracking
Monitor profit margins on every job with color-coded indicators. Quickly assess the profitability of each job to optimize bidding and resource allocation.
Quote Grouping Insights
Group quotes by equipment type, division, or project, allowing for a more structured approach to tracking and analysis. Organized data views make it easy to track large volumes of quotes.
Secure Data Handling
Protect your sensitive sales data with robust security protocols. AccuInsights ensures that all analytics and reporting comply with data protection regulations, offering peace of mind for your business.
Take the Next Step with AccuInsights
Ready to transform your data into actionable insights with AccuInsights? Schedule a demo today to see how our analytics platform can enhance visibility, streamline reporting, and support smarter decision-making. Our team is here to walk you through AccuInsights’ powerful features, tailored to meet your specific business needs.
Frequently Asked Questions
AccuInsights is an advanced analytics tool built into ROM’s platform, providing manufacturers’ reps with real-time insights into their sales and quoting activities. It offers detailed tracking, customizable reports, and visual metrics to support smarter decision-making and enhance operational efficiency.
AccuInsights tracks critical metrics like quote volumes, profit margins, and job statuses, enabling reps to monitor performance trends and identify areas for improvement. By offering a clear view of sales data, AccuInsights supports teams in optimizing strategies and focusing on high-impact opportunities.
Yes, AccuInsights offers fully customizable reporting options. Users can filter reports by parameters like manufacturer, salesperson, and job status, and schedule them to be automatically delivered, ensuring all stakeholders have the latest insights.
No, AccuInsights seamlessly compiles data as sales reps work, requiring no extra input. All activity is tracked in the background, allowing teams to focus on core tasks while AccuInsights gathers the data needed for in-depth analysis.
AccuInsights provides a range of insights, from real-time job tracking and profit margin analysis to salesperson performance and manufacturer-specific data. These insights help reps make data-driven decisions, prioritize key accounts, and align strategies with business goals.