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1. Check on Your Metrics by Clicking on "Metrics"
2. Set Your Date Range and Ensure Today's Date is Included
3. See the Initial Metrics for Sales and Average Job Size
4. Go to Your Proposal and Create a Change Order
5. Create a Change Order With a Value and Click Save to Confirm
6. Accept the Change Order to Finalize It
7. Refresh the Metrics Page to View Updated Data
Review Average Job Size and Sales metrics β note that values change after the change order is accepted. (Check on the Image on Step 3 for Reference)
8. Confirm that the Metrics Reflect the Date When the Original Proposal was Accepted, Not the Change Order Acceptance Date
This behavior specifically affects Average Job Size and Sales metrics. If the proposal and change order are made within the same month, no discrepancy will appear.






