3. Proposal statistics

Proposal statistics provide a detailed breakdown of the finance application process, offering data on each stage. For example, it shows the percentage of people who printed a quote or had trouble submitting their proposal.

In this article, we'll go through, 

• Accessing the Proposal statistics page
• Types of Proposal data

Accessing the Proposal statistics page

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

Here is an example of a Proposal statistics page. You'll find the date parameters at the top and the organization list on the left. The main section is dedicated to the data breakdown.

Types of Proposal data

The data on the Proposal page is grouped under six headers,

• '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 on a product's popularity.
• 'Proposal Statuses'- A pie chart on the status of proposals.
• 'Part Exchanges'- Data on part exchanges.
• 'Reservations'- Data on the reservation process. 

Next, Proposal data types.