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How to export proposal and line item data

You can export proposal and line item data from GoProposal to build custom reports and track revenue. Save exports as CSV files to store, share, and review easily.

Written by Russell Henderson

What data can you export?

Proposal data:
Includes all proposals created within a selected date range. Use this to track metrics such as proposals won by a specific team member in a given month.

Line item data:
Shows the total value of services across selected proposals. For example, you can calculate revenue generated from payroll services over a specific period.

Export proposal data

  1. Go to the Proposal and Engagement Letters tab in the dashboard.

  2. Click the Export to CSV button on the right-hand side.

  3. Select export Proposal total only.

  4. Click Request export.

  5. Save the CSV file to your preferred location and rename it if required.

Export line item data

  1. Go to the Proposal and Engagement Letters tab in the dashboard.

  2. Click the Export to CSV button on the right-hand side.

  3. Select export Line items breakdown.

  4. Click Request export.

  5. Save the CSV file to your preferred location and rename it if required.

The export includes a breakdown of line items, total monthly amounts, and total one-off amounts for the selected proposals.

📌TIP: You can filter your exports by Status, Proposal Type, Date, Staff member, Principle in charge, Person responsible, and Documents included.

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