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The Proposal Acceptance Percentage Report tab generates a report on the detailed analysis of Proposals submitted by service providers. This report lists details such as the number of proposals submitted by each provider, and the percentage of proposals accepted. Here, you can see data from the past 30 days (by default) or by the criteria set in the all-inclusive filters on the top of the report.
You can download the data and email reports to recipients.
Proposal Acceptance Percentage Report Data
The following data is listed in this report, sortable by these column headers:
- Provider Name
- Proposal Count lists the number of proposals the service provider has submitted
- WO Count lists the number of work orders that were assigned to the provider
- Proposal to WO % indicates the percentage of total work orders with linked proposals
- Approved Proposals Count lists the number of proposals that were approved
Proposal Acceptance visualizes the percentage of proposals that were approved, in increments of 10%
Tip Double-click the visualization to see the underlying percentage.
- Sum of Approved Proposals lists the total dollar amount of proposals that were approved
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