Better Proposal

Part 1 of the report

Current Proposals for KPI report.mp4

Part 2

To get the data for Outstanding, Won, & Lost.

Log in to Better Proposal.
Go to Documents on the left side.
Go to Outstanding tab.
Search the previous month to record the data to the reports google sheet under 'Better Proposal' worksheet. Only refer the Date Created. Please see picture below:

5. Next go to Accepted tab.

6. Search the previous month to record the data into the reports google sheet under 'Better Proposal' worksheet . Only refer the Signed On. Please see picture below:

7. Next, go to Lost and follow the step $4.

Google Sites

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