Proposals Generated
How many proposals were sent.
Overview
Every proposal raised in the period with its status, who it went to and when it was accepted.
When to use proposals generated
- Sales review.
Step by step
In the CPD Training module open Reports in the green navigation bar, then choose Proposals Generated under Marketing Reports.
Screenshot for this step has not been captured yet — run npm run docs:flow.
Screenshot for this step has not been captured yet — run npm run docs:flow.
What you see on the screen
- The screen says: “Every proposal raised in the period with its status, who it went to and when it was accepted. Amounts in USD.”
- Columns: PROPOSAL, SUBJECT, CLIENT, STATUS, DATE, SENT, ACCEPTED, VALUE.
- Actions on the screen: Standard, Spreadsheet, CSV, All clients.
Permissions
These permission keys control access (granted to roles in Administration → Roles & Permissions):
- cpd.reports.read
- hospitality.report.read