💼 Sales Proposal Reports

(Company-Wide Sales & Revenue Reporting)

Sales Proposal Reports provide visibility into:

• Proposal pipeline activity

• Revenue performance

• Marketing effectiveness

• Long-term planning

• Billing progression

These reports are company-wide and do not require selecting a project.

Sales History

Purpose

Provides a detailed export of proposal lifecycle activity, including all statuses from Draft to Paid.

Best For

• Tracking proposal pipeline movement

• Measuring close rate

• Evaluating sales rep performance

• Reviewing proposal outcomes

• Monitoring billing progression

How to Run This Report

1. Click Reports

2. Under Sales Proposal, select Sales History

3. Choose a From and To date

4. Select proposal Status (Draft, Submitted, Approved, Scheduled, Completed, Billed, Paid, Lost)

5. Select Sales Person (optional)

6. Click Export

Sales Summary

Purpose

Provides a high-level summary of revenue totals within a selected timeframe.

Best For

• Executive revenue reporting

• Quarterly and annual review meetings

• Tracking overall sales growth

• High-level financial overview

How to Run This Report

1. Click Reports

2. Select Sales Summary

3. Choose a Date Range

4. Click Export

Multi-Year Plan

Purpose

Generates a downloadable report of planned future services and long-term maintenance projections.

Best For

• Annual client planning meetings

• Budget forecasting

• Recurring revenue forecasting

• Long-term contract management

How to Run This Report

1. Click Reports

2. Select Multi-Year Plan

3. Click Download

This report does not require filters.

Marketing Report

Purpose

Analyzes proposal performance by market, sales rep, species, objective, and status.

Best For

• Market segmentation analysis

• Sales performance evaluation

• Identifying high-performing service types

• Strategic growth planning

How to Run This Report

1. Click Reports

2. Select Marketing

3. Choose a Date Range

4. Select filters:

   • Sales Person

   • Market

   • Status

   • Species (optional)

   • Objective (optional)

5. Click Export

Lead Source Report

Purpose

Exports lead data grouped by source within a selected date range.

Best For

• Measuring marketing ROI

• Tracking referral activity

• Identifying growth channels

• Evaluating lead generation trends

Setup Requirement

Before using this report, Lead Sources must be configured:

1. Click Settings

2. Under Proposals, select Lead Sources

3. Enter a Lead Source Name and Description

4. Click the + button to add

Examples:

• Referral

• Web Search

• Repeat Client

• HOA

• Social Media

How to Run This Report

1. Click Reports

2. Select Lead Source

3. Choose a From and To date

4. Click Lead Export

Invoicing Report

Purpose

Provides invoice-related activity within a selected timeframe.

Best For

• Accounts receivable tracking

• Identifying billing gaps

• Monitoring revenue realization

• Market-level revenue analysis

How to Run This Report

1. Click Reports

2. Select Invoicing Report

3. Choose a Date Range

4. Select:

   • Sales Person (optional)

   • Market (optional)

   • Status (Completed or Billed)

5. Click Export

How Sales Proposal Reports Work Together

These reports follow the revenue lifecycle:

Lead Source → Proposal → Approval → Work → Billing → Revenue

• Lead Source tracks where business originates

• Sales History tracks pipeline progression

• Marketing analyzes segmentation

• Invoicing Report tracks billing

• Sales Summary provides executive totals

• Multi-Year Plan forecasts future revenue

Together, they provide a complete view of your sales and revenue performance.