Client Profile Summary Report Erika
The Client Profile Summary Report will give insight to the types of projects your company is bidding for, winning and your win rates.
Make sure you select your filters, such as date, user, office, or contract type and click Get Report.
Choose between a PDF or Excel and your report will then be downloaded where you can see Customer type, Number Of Bids, Number Of contracts, and more, giving you an overview of your client profiles.
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