Won Contracts Report Brittnee
The Won Contracts Report is one of the best ways to get an overview of all the contracts your team has secured over a certain period of time!
It's best to run weekly or monthly before a sales or team meeting.
The report pulls all projects with sales status of "won" or "awarded" and displays the information surrounding those projects. You can then check all the data of the projects to ensure the values are present so your closing ratio on the homepage is accurate.
*Pro-tip* Run this report as a .pdf. It's easy to ready and next to nothing needs to be sorted or changed.
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