Great news! Tracking Proposals Sent is something we completely agree is essential visibility for your business. You need to know how many estimates are going out the door, not just what's closing.
This metric, along with drill-down reporting across all key dashboard cards, is currently in the final stages of testing as part of our upcoming Metrics Drill-Down Reports release. The goal is to let you click into any metric card and see the actual records behind the number, so Proposals Sent won't just show you a count, it'll let you dig into exactly which proposals, for which customers, in any date range.
We're excited to get this in your hands soon. Stay tuned for the release announcement — it's close! 🎉
Jeremy harrison
Team•
Mar 17, 2025
Hey Tony! We are currently redefining Metrics and adding Drill-down functionality. I’ll add this an additional metric to consider as we proceed. Thanks!
Comments2
Jeremy harrison
May 19
Great news! Tracking Proposals Sent is something we completely agree is essential visibility for your business. You need to know how many estimates are going out the door, not just what's closing.
This metric, along with drill-down reporting across all key dashboard cards, is currently in the final stages of testing as part of our upcoming Metrics Drill-Down Reports release. The goal is to let you click into any metric card and see the actual records behind the number, so Proposals Sent won't just show you a count, it'll let you dig into exactly which proposals, for which customers, in any date range.
We're excited to get this in your hands soon. Stay tuned for the release announcement — it's close! 🎉
Jeremy harrison
Mar 17, 2025
Hey Tony!
We are currently redefining Metrics and adding Drill-down functionality. I’ll add this an additional metric to consider as we proceed. Thanks!