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Proposals

See all of your proposals and proposal numbers at a glance.

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Written by AK Dash
Updated over a month ago

Your AK DASH Proposals page shows all of your proposals organized in 3 tabs:

  • In Progress: See the proposals that are in progress (not won or lost). You can view the total revenue of these proposals and how that compares to your financial target.

  • Closed Won: See all of your closed won proposals and their total won revenue.

  • Closed Lost: See all of your closed lost proposals and their total lost revenue.

You can export into CSV or Excel Spreadsheet.

You can also create new proposals (full proposals, quick proposals, or quick create full proposal) directly from this page.

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