The Insights page provides you with key statistics on your usage of Proposales. You can access it by clicking on Insights in the side navigation menu.

The Insights page is divided into three sections: Overview, Performance, and Compare. You can navigate between these sections using the menu at the top left of the page.

At the top of all Insights sections, you'll find the Interval Filter, which allows you to select a predefined date range. By default, the filter is set to Last 7 days, but you can change it to Month to date, Year to date, or other intervals.

The Download button is available in the Overview and Performance sections and lets you download all proposal insights for your company in CSV format for the selected date range.

The Overview section gives you a summary of your company's proposals for the selected date range.

At the top of the Overview section, you'll see several key metrics that provide insights into your proposals:

Below the key metrics, you'll find a bar chart that shows how proposals are converting into sales. The bars are color-coded: Black represents Accepted proposals, and Grey represents Active proposals.

At the bottom left, you'll see a chart showing the most common reasons for proposal rejection or withdrawal. These are grouped by their reject codes, and the chart is sorted by the most common reasons.

On the bottom right, you'll find a list of users who have active proposals, along with the number and value of their proposals, sorted by value in descending order.

The Performance section focuses mainly on Accepted proposals, although it also provides data on other statuses.

This section displays a bar chart with three view options: Conversion Rate, Number of Accepted Proposals, and Average Value per Proposal. The default view is Conversion Rate, but you can switch between views by clicking on them.

The Key Metrics section in Performance includes:

This section lists users who have sent proposals in the selected date range, with data on the number of proposals, conversion rates, and upsell values for each user.

The Compare section is similar to the Performance section but displays insights across all accounts that you have access to.

Just like in the Performance section, you'll see a bar chart showing the Conversion Rates, Number of Accepted Proposals, and Average Value per Proposal across all accounts.

The key metrics in Compare are the same as in Performance, but they apply to all accounts:

This section lists the accounts (companies/hotels) that have sent proposals within the selected date range, showing the number of proposals, average value per sent proposal, average response time, and conversion rate for each account