Reports and Analytics

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