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Help Center
Reports and Analytics
Getting Started
Automations
Overview
Sales Management
Business Development
Reports and Analytics
System Settings
Integrations
Proposal Generator
Administrative
Feature Overview
FAQ's
Reports and Analytics
How to Use The Report Card
The Report Card: Exporting, Scheduling, and Printing
Company Closing Ratio: GC Awarded vs GC Lost
How to Pull a Report of All Your Contracts for 2022
Dead Recap Report
Excel Export Report
Monthly Activity Report | No Comments
Bid Proposal Report
Executive Overview Report
Monthly Captured Contracts Bar Chart
Client Profile Summary Report
Gross Margin Pipeline Chart
Company Export Report
Excel Client / Sales Export
Sales Behavior Summary Chart
Dashboard Report
Sales Pipeline Chart
Monthly Activity Report
Excel Export (Bid to)
Closing Ratio Chart
Lead Recap Report
Gross Margin Captured Projects Report
Won Contracts Report
Average Project Size by Contract Date
Average Project Size by Proposal Date
Bid List Report
Client Sales History Report