Top Deals table

Ranks open and recently-closed proposals by total value. Use it to see where the biggest revenue is concentrated and who owns it.

• Proposal name and client.

• Owner (sales rep).

• Total value.

• Status: Draft, Sent, Viewed, Accepted, Declined.

• Days since last activity.

Top Performers table

Ranks users by closed-won proposal value in the selected date range. The leaderboard updates as proposals are accepted.

• User name and role.

• Proposals sent.

• Proposals accepted.

• Acceptance rate.

• Total closed value.

Conversion funnel

A simple funnel shows how proposals move from Sent → Viewed → Accepted. Big drops between stages tell you where to focus coaching or follow-up automation.

Note: Only proposals that reach Accepted count toward closed value. Declined and expired proposals are tracked separately.