Comprehensive business intelligence and analytics dashboards to track performance and make data-driven decisions across your entire organization.
View your data by day, week, month, or year. Track daily progress, weekly trends, monthly performance, and yearly growth all in one place.
Monitor sent vs accepted proposals with detailed conversion metrics. Track which proposals are performing best and identify areas for improvement.
Filter reports by teams, individuals, proposal templates, locations, and custom date ranges to get exactly the insights you need.
Download your reports in CSV format for further analysis, sharing with stakeholders, or importing into other business tools.
Track revenue from accepted proposals over any time period. See trends, identify growth opportunities, and monitor your sales pipeline health.
Build custom reports with multiple filter criteria including proposal templates, team locations, specific date ranges, and more.
Reporting access is automatically scoped based on user roles, ensuring everyone sees exactly what they need to see—nothing more, nothing less.
View only their own proposal statistics and performance metrics
Access all proposal stats for their assigned locations
View comprehensive stats for their entire team across all locations
Full visibility into all proposals, teams, locations, and company-wide metrics
Transform your business with data-driven insights and comprehensive reporting.
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