Your GoProposal dashboard gives you the information you need to be able to set targets and review your performance month on month.
Learn what to do if this information doesn't seem to be including all of the proposals you thought it would, or something else..
Just work through the checks below.
Check 1. Check your filters for proposal type
Remember that by default, your dashboard is showing you information about proposals produced and does not 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.
Check 2. Check your filters for time period
The dashboard automatically filters data through proposals over the past 30 days, so bare this in mind when looking over your dashboard.
Still can't find what you're looking for?
No problem. Drop us a message in the chat box below or send us an e-mail at email@example.com.