The dashboard gives you the information you need so you can set targets to stay on track and take action where required.
Dashboard at a glance
Why is the data blurred?
When the Dashboard page loads, the data on this page is blurred until you choose to show the information. This is because the Dashboard screen is one of the first pages you see when you log into GoProposal, so if you're in a meeting with a client or a colleague, your sensitive data is hidden.
How do I show this data?
To 'unhide' the data, use the toggle in the top right corner to change it from Hide date to Show data.
This reveals your data.
📎NOTE: If you leave the page and come back the data will be blurred again. This option doesn't save so that you prevent your clients or colleagues from seeing this sensitive information.
What appears on the dashboard?
The dashboard gives you a breakdown of the following:
Total amount of Proposals produced
Total amount of Proposals won
Total monthly revenue
Average monthly revenue
One-off revenue
📌TIP: You can filter down this information in detail by using the dashboard filters. See the 'Using the dashboard filters' section below for more information.
Monthly Targets
You can set monthly targets to suit your business to help keep you on track and make a difference. The data provides you with the most concise amount of information that is actionable.
Edit monthly targets
Click the EDIT TARGETS button to the right of the monthly targets section to amend your monthly targets.
A window appears where you can define the targets on the different areas and proposal types.
Dashboard filters
The information on your dashboard can be filtered down by:
Status
Status
You can filter your search to specifically Live, Won or Lost proposals
Proposal type
Proposal type
You can filter a specific proposal type
Proposal
Renewal
Extra Work Order
Specific time period
Specific time period
You can filter your search to a specific time period, including a custom date range.
Specific staff member
Specific staff member
You can filter your search to work produced by a specific staff member.
Recent Activity
You can review the specific proposal information from the filters used in the Recent Activity section. This is shown to the right of the Dashboard Page.
