How-To Guides

Use Reports And Dashboard Filters

Use the dashboard and reports to track proposal activity and decide what needs attention.

Complete Setup From The Dashboard

The dashboard setup panel tracks:

  • Active services
  • Active clients
  • Draft proposals
  • Sent-or-later proposals
  • Invited teammates

Open each setup item to complete or review the related workspace area.

Read Dashboard Metrics

The dashboard and proposals area summarize:

  • Draft proposals
  • Sent proposals
  • Viewed proposals
  • Approved proposals
  • Expired proposals
  • Total or approved proposal value
  • Proposal owner
  • Last activity
  • Next action

Filter Proposals

  1. Open Proposals.
  2. Use search to find proposals by title, client, or owner.
  3. Optionally filter by status.
  4. Optionally filter by owner.
  5. Optionally add date from and date to.
  6. Select Apply.

Use Clear filters to return to the full proposal list.

Use Reports

Open Reports to review proposal summary rows, benchmark data when enough proposal data is available, activation funnel steps, and organic signup sources.

Benchmark reports appear only after ScopePilot has enough proposal data for the workspace.