Proposal Reports Dashboard

The Proposals Reports dashboard details all proposals, proposal details, and proposal actions within a specified time frame.

Reports Available in this Dashboard

This dashboard is segmented into 2 tabs:

• The Proposals tab opens by default, showing the following reports:
  • Proposal Details - Financial Details shows proposal details at the transaction level along with a breakdown of labor, material, travel, and other charges.
  • Proposal Details - Operational Information lists the approval status and age of each Proposal, as well as the Trade and who approved the Proposal.

• The Proposal Acceptance Percentage Report tab shows:
  • Proposal Acceptance Percentage Report shows a detailed analysis of Proposals by provider with details such as the Proposal counts and percentage of Proposals accepted.