Hi, this is such an important feature that needs to be added. It will help firms monitor their pipeline for growth! Future planning is so needed especially in the current climate.
Agreed the feature exists when filtering status on proposals - live draft, won and lost. This idea is focused on aligning and adding a draft filter on the Dashboard view as well which currently only has live, won or lost.
Steven Robinson
Hi, this is such an important feature that needs to be added. It will help firms monitor their pipeline for growth! Future planning is so needed especially in the current climate.
Agreed the feature exists when filtering status on proposals - live draft, won and lost. This idea is focused on aligning and adding a draft filter on the Dashboard view as well which currently only has live, won or lost.
Really handy to slice, dice and kill off any unwanted versions