GoProposal Ideas Portal

Report showing services and prices by client

This would enable us to see the total revenue generated by each line item and to break this down by client

  • Penelope Allard
  • Jul 14 2022
  • We're Taking A Look At This
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  • Guest commented
    July 27, 2022 16:29

    This would help us focus on upselling and identify the gaps in service for certain clients. At the moment Im having to manually keep updating a big spreadsheet and its such a lot of work. We are wanting to measure improvement in repricing and upselling and its a faff to manually keep track of it. this would give clean visibility.