Dashboard stats missing some proposals

Checks to make to ensure your dashboard is showing all of the data you need.

Written by Russell Henderson

Updated over a week ago

Your GoProposal dashboard gives you the information you need to set targets and review your performance month on month.

If this information doesn't seem to include all of the proposals you thought it would, there are some quick checks you can make.

Check your filters for proposal type

By default, your dashboard shows you information about proposals you've produced and doesn't include extra work orders or renewals.

You can use the filter bar at the top to change the proposal type and collate the data for other types of work.

Screenshot of a filter dropdown showing proposals, renewals and extra work orders as options.

Check your filters for the time period

The dashboard automatically filters data through proposals over the past 30 days. A proposal may only appear if you change it to, for example, from the last 90 days.

Screenshot of time period dropdown options, such as from the last 30 days, 60 day, 90 days, 6 months, and year. A customer range options also appears.