5. Filtering, downloading and printing proposal statistics

In this article, we'll go through,

• Filtering proposal statistics
• Downloading proposal statistics
• Printing proposals statistics

Filtering proposal statistics

1) Use the date parameters to choose specific dates or a date range.

2) You can select retailers individually or 'Toggle all' to add all retailers. The page will update automatically to show the results.

Downloading proposal statistics

1) Click 'Export' (top left).

2) In the slide-out, enter specific dates or select a date range.

• Select 'Export by Organisation' to download a CSV file of retailer data. It contains information such as the number of applications started and completed, the number of Showroom leads generated, etc., across all locations.

• Select 'Export by Customer' to download a CSV file of consumer information. It contains information such as the customer's reference, proposal status, etc. It is another means of tracking your consumer's journey.

Printing proposal statistics

To print the document, select 'print' at the top left of the page (next to the 'Export' button).

Next, Calculations statistics.