Aggregate Proposal Reporting
Reporting is key to helping manage your proposals. ProposalPath provides reporting at both the aggregate and individual proposal level. Watch here or see below for directions on how to access your reports.
**For accurate reporting, remember to move your proposals from a DRAFT status to COMPLETED status once you've sent your proposal to your customer.
AGGREGATE REPORTING (requires Manager Access)
- Click on the REPORTING quick link located at the top of the screen.
- Proposal Activity by Sales Manager is available here.
- Adjust the green SENT DATE button on the left side to see proposals by sales manager for a different date range.
- Click the DOWNLOAD TO EXCEL button to download to excel.
- Click the PRINT button to print.
INDIVIDUAL PROPOSAL REPORTING
For individual users, your main screen is also your reporting screen. Click DOCUMENTS (in the top navigation bar), then COMPLETE.
Use the filter options to set paramaters.
**MOVING PROPOSALS FROM "DRAFT" TO "COMPLETED" STATUS
- Click on the actions icon next to each proposal and then select EDIT.
- Once you're back in the proposal, you can click the FINISH option along the left-hand side of the page.
- Then on the next page, you'll see instructions on How to Send, and most importantly press the green button that reads I'VE SENT THIS DOCUMENT, MOVE TO ACTIVE STATUS AND COMPLETE THE PROCESS.
