Proposal statistics

Proposal statistics provide a detailed breakdown of the finance application process, with data on each stage — from printing a quote through to submitting a proposal.

Accessing the Proposal statistics page

You can access Proposal statistics via the welcome banner or the navigation panel.

The Proposal statistics page shows date parameters at the top, an organisation list on the left, and a data breakdown in the main section.

Types of Proposal data

The data on the Proposal statistics page is grouped under six headings.

• Calls to Action — actions such as printing a quote.
• Finance Applications — data on the stages of a customer's application.
• Product Popularity — a pie chart showing which finance products customers prefer.
• Proposal Statuses — a pie chart showing the status of proposals.
• Part Exchanges — data on the part exchange journey.
• Reservations — data on the reservation process.

For a full breakdown of each data type, see Proposal data types.

Screenshots show example data. Your portal will look the same with your own organisation's data and settings.