QuoteCloud allows you to export all your dashboard proposal data by clicking the below button and downloading aÂ CSV file which can be used directly in Excel. Simply, click on theÂ "Export Proposal Data"Â button on the buttom right corner of theÂ dashboard to create an export ofÂ all your dashboard data.
You may wish to do this for several reasons. You might simply want a backup of your data held locally on your computer. You may want to perform some advanced reporting based on the proposals sent and their status - for example you could easily chart how many proposals are sent each month and what their current state is, providing you with a proposal conversion ratio. In addition if you are a manager you may want to track performance of your team by building a report on quotations sent out per consultant. There are huge numbers of reports and charts you could generate from this data which will provide meaningful management reporting.