Reports and Analytics

Sales Behavior Summary Chart

Written by Erika
Updated this week

Sales Pipeline Chart

Written by Brittnee
Updated in the last hour

Monthly Captured Contracts Bar Chart

Written by Erika
Updated this week

Client Sales History Report

Written by Erika
Updated this week

Client Profile Summary Report

Written by Erika
Updated this week

Company Export Report

Written by Erika
Updated this week

Monthly Activity Report | No Comments

Written by Brittnee
Updated this week

Excel Export (Bid to)

Written by Brittnee
Updated this week

Closing Ratio Chart

Written by Erika
Updated over a week ago

Monthly Activity Report

Written by Erika
Updated this week

Excel Client / Sales Export

Written by Brittnee
Updated over a week ago

Lead Recap Report

Written by Brittnee
Updated over a week ago

Gross Margin Captured Projects Report

Written by Erika
Updated over a week ago

Excel Export Report

Written by Erika
Updated over a week ago

Dashboard Report

Written by Brittnee
Updated over a week ago

Bid List Report

Written by Brittnee
Updated over a week ago

Average Project Size by Proposal Date

Written by Brittnee
Updated over a week ago

Dead Recap Report

Written by Erika
Updated over a week ago

Won Contracts Report

Written by Brittnee
Updated over a week ago

Average Project Size by Contract Date

Written by Brittnee
Updated over a week ago

Bid Proposal Report Recap

Written by Brittnee
Updated over a week ago