Reports
Business pulse
A snapshot of pipeline, conversion, margin, and obligations for the current period.
Quotes created
Proposals signed
Win rate
Total quoted
Signed amount
Average margin
Low margin flags
Open payments
Readiness pending
Notes
What this includes
- Period defaults to the current calendar month, computed at request time.
- Win rate = signed quotes ÷ created quotes in the same period.
- Average margin reflects the real-margin field on every quote version, not just signed ones.