Need to locate a specific proposal or run reports? There are various ways you can filter your proposals to find what you are looking for.

How To Filter Your Proposals

Using the filter you can search for proposals which fit a defined criteria by you. 

For example, this is great if you want to run reports on proposals won/lost during a particular time period, for example.

Step 1. Go to your proposal dashboard

Log in to the admin section of your app and go to your proposal dashboard. 

Step 2. Use the filter bar along the top of the page 

Define your search criteria using the drop down and free text bar options. Once you have made your choices, select filter.

You can filter your proposals by its status (won/live), the type of proposal, the time period, the staff member who produced it, the principal in charge of the assignment or the person responsible for servicing them. 

Exporting The Data

You can export the results of your searches using the export to CSV button at the bottom right of the page. 

Need To Find A Specific Proposal? 

If you want to find a specific proposal buried within your dashboard, you might prefer to search for this using our search function.

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