The Dashboard consists of five dashboards that aggregate your proposal data into numbers, lists and charts. Only proposals assigned under pending, lost, and won status, are shown on the dashboard.
Each dashboard has filters to control the data shown.
Filters are highlighted by the red boxes. Filtered by:
- Users (i.e. Sales Reps, BDM, etc.)
- Date Range (preset options include week, month, year & all time)
- Category, Division, Region, & Market
- Status (i.e. pending, won and lost)
Have any questions? Please contact support@clientpoint.net.