Contracts and Proposals Pipeline Dashboards

This page is part of our Insights Library. For more information about adding this report to your account or to see other reports, please see the library page.


Description

The Contracts and Proposals Pipeline dashboard is for Account and Sales Managers to track outstanding contracts and proposals in the contracting workflow. This dashboard is meant to give a high-level view for users who are using our proposal and contract features.

User Parameters

A user can change the time frame and filter the dashboard by account manager.

Filtering

  • For an event to display on this dashboard, the start date of the event is today or in the future.
  • This dashboard does not include cancelled or lost events.

Summaries

The top panel of the dashboard shows you the number of events for each contract status.

Notes

You will see in the graphic above that the event name is linked. If you click the link of the event in question, it will take you to the event details page for that specific event.