Dashboard overview
The dashboard displays a Proposals and Engagement Letters tab and a Monthly Targets tab.
Proposals and Engagement Letters
This tab shows all proposals and engagement letters and is the default view in Dashboards. Each edit of a proposal or engagement letter creates a new version, and only the most recent is active. The system will deactivate older versions, which will remain available but unable to resend.
The list view includes:
Proposal list: all proposals and their type - Proposal, Letter of Engagement, Renewal, or Extra Work Order
Status: Live, Draft, Lost or Won
Client email status: inactive, Sent, Not sent, Received, Bounced, Opened or Failed
Start date
Principal in charge
Created date
You can filter your proposals by:
Company name
First name
Last name
Proposal ID
Email
Date created
Status
Proposal type: Proposal, Letter of Engagement, Renewal or Extra Work Order
Staff member
Follow up date: Next 7 days, Next 30 days, More than 30 days or Overdue
Principle in charge
Person responsible
Documents included in the proposal: Proposal and letter, Proposal only or Letter only
The Export to CSV button is at the top of the page for easy access.
Monthly Targets tab
This tab helps you track performance against your goals. You can set targets, monitor progress, and filter dashboard data by key criteria.
Edit monthly targets
Go to the Monthly Targets tab in the dashboard.
Select Edit Targets on the right of the Compared to monthly targets section.
In the pop-up window, edit your targets as needed.
You can filter your monthly targets by:
Status: Live, Lost or Won
Proposals type: Proposals, Renewals or Extra Work Orders
Time period: Last 30/60/90 days, Last six months, Last year or a custom date range
Staff member
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