Reports and Analytics

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23 articles in this collection
Written by Erick Vargas, Brittnee, and Erika

Sales Behavior Summary Chart

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Written by Erika
Updated over a week ago

Gross Margin Pipeline Chart

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Written by Brittnee
Updated over a week ago

Executive Overview Report

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Written by Erick Vargas
Updated over a week ago

Sales Pipeline Chart

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Written by Brittnee
Updated over a week ago

Monthly Captured Contracts Bar Chart

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Written by Erika
Updated over a week ago

Client Sales History Report

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Written by Erika
Updated over a week ago

Client Profile Summary Report

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Written by Erika
Updated over a week ago

Company Export Report

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Written by Erika
Updated over a week ago

Monthly Activity Report | No Comments

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Written by Brittnee
Updated over a week ago

Excel Export (Bid to)

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Written by Brittnee
Updated over a week ago

Closing Ratio Chart

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Written by Erika
Updated over a week ago

Monthly Activity Report

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Written by Erika
Updated over a week ago

Excel Client / Sales Export

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Written by Brittnee
Updated over a week ago

Lead Recap Report

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Written by Brittnee
Updated over a week ago

Gross Margin Captured Projects Report

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Written by Erika
Updated over a week ago

Excel Export Report

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Written by Erika
Updated over a week ago

Dashboard Report

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Written by Brittnee
Updated over a week ago

Bid List Report

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Written by Brittnee
Updated over a week ago

Average Project Size by Proposal Date

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Written by Brittnee
Updated over a week ago

Dead Recap Report

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Written by Erika
Updated over a week ago

Won Contracts Report

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Written by Brittnee
Updated over a week ago

Average Project Size by Contract Date

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Written by Brittnee
Updated over a week ago

Bid Proposal Report

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Written by Brittnee
Updated over a week ago