Hey Nicola. So have you seen the 'export proposals' button on your proposal dashboard (right at the bottom) - this will give you the value of different line items based on the filers you have applied. So if you show only 'won' proposals in the 'last 30 days' on your proposal dashboard and then export, you'd get the value of different line items across those proposals and that time period.
I think I'm looking to see how much we have won for each service line
So in feb we quoted 5 people for payroll total £1000 and won 3 proposals for £500
Also to be able to export client a - total £500 , accounts £100 , Payroll £100 management accounts £300
Nicola Hageman
Hey Nicola. So have you seen the 'export proposals' button on your proposal dashboard (right at the bottom) - this will give you the value of different line items based on the filers you have applied. So if you show only 'won' proposals in the 'last 30 days' on your proposal dashboard and then export, you'd get the value of different line items across those proposals and that time period.
Does this give you what you need?
Hey Nicola
Just to help me understand this, you are looking to export a list of line item totals against clients and proposals?