The Sales Management Tools > Deal Manager > Install Tab Export Section contains links to easy-to-read views for Item Pricing, Price Analysis, Working Hours, and the Install Analysis.
The Cost Analysis is a line-by-line cost accounting export of every item in the quote. Use this link to learn more about the Cost Analysis export.
Pricing information is not contained in the Materials list export. However, it contains the same line items as the Cost Analysis report. Hand this list off to your Install Manager.
- Click anywhere in the row to open the Deal Manager
Deal Manager View
- Click on Install
- Select option(s) to view
- Click Item Pricing: View
Item Pricing View