Reports and Analytics

• Company Closing Ratio: GC Awarded vs GC Lost
• The Report Card: Exporting, Scheduling, and Printing
• How to Use The Report Card
• 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
• How to Export a Custom Report from the Project Page
• How to Pull a Custom Fields Report
• How to add the probability and forecasting feature
• Automated Scheduled Reporting