Proposals Sent Report Strangely Missing?
At our company (and likely many more) one of the main ways we measure productivity, is by counting the number of proposals sent. After chatting with customer service, this is not a report that currently exists. The team created a custom report for me to view all proposals sent historically, but that is only a fraction of what should be a standard report.
Would we be able to see a report on the number of proposals sent, by rep, over time? To drill down into "Employee X sent Y number of reports in Z month" is an incredibly powerful metric. Starting point would be a count of deals that were ever in the Proposal Sent deal stage. Looking forward to hearing back.
-Greg at DC