Reporting to determine your sales funnel Success
I recommend adding a report that shows the conversions from Opportunity to Proposal. This seems like a REALLY basic one that should be easy to implement. I am sure I can do the math on my own - see how many opportunities I have in a month or a year and then see how many projects. Then see the percentage. But it seems like it would be so easy to have Insightly do this for me. Isn't this a KEY metric for every company - how many opportunities are we converting to sales?
Thanks for considering!