Top Deals and Performance Reporting

The Reports section includes a dedicated Proposals tab that summarizes pipeline health, win rates, top deals, and individual sales performance.

Open the report

  1. Go to Reports in the sidebar.

  2. Open the Proposals tab.

  3. Use the date-range selector at the top to scope the report (last 30 days, quarter-to-date, custom range, etc.).

Summary KPIs

  • Total proposals sent

  • Accepted value and win rate

  • Average deal size

  • Declined value and time-to-decision

Top deals

The Top Deals table lists the highest-value accepted proposals in the selected period, including client, owner, and total value. Click a row to open the proposal.

Top performers

The Top Performers table ranks sales users by accepted value and win rate. Use it for coaching, recognition, and pipeline visibility. Admins see everyone; Sales see their own numbers.

Exporting

Use the Export button to download the current view as a file you can share or open in Excel/Google Sheets.

Note: Only Accepted proposals contribute to revenue numbers. Sent, viewed, and declined proposals are counted in pipeline and conversion metrics.