Monthly Captured Contracts Bar Chart Erika
To export a visual of your captured contracts vs. your quota each month you’ll want to use the Monthly Captured Contracts Bar Chart.
Under Reports, select the Graph/Charts option and choose Monthly Captured Contracts Bar Chart.
Select your filters for date, user, office or contract type and click, Get Report.
You’ll see your contracts won and the quota for each month within your selected date range. You can also click into each month for more details.
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