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Reports and Analytics
23 articles in this collection
Written by
Erick Vargas,
Brittnee,
and
Erika
Sales Behavior Summary Chart
Written by
Erika
Updated over a week ago
Gross Margin Pipeline Chart
Written by
Brittnee
Updated over a week ago
Executive Overview Report
Written by
Erick Vargas
Updated over a week ago
Sales Pipeline Chart
Written by
Brittnee
Updated over a week ago
Monthly Captured Contracts Bar Chart
Written by
Erika
Updated over a week ago
Client Sales History Report
Written by
Erika
Updated over a week ago
Client Profile Summary Report
Written by
Erika
Updated over a week ago
Company Export Report
Written by
Erika
Updated over a week ago
Monthly Activity Report | No Comments
Written by
Brittnee
Updated over a week ago
Excel Export (Bid to)
Written by
Brittnee
Updated over a week ago
Closing Ratio Chart
Written by
Erika
Updated over a week ago
Monthly Activity Report
Written by
Erika
Updated over a week ago
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
Written by
Brittnee
Updated over a week ago