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The report is missing a proposal
The report is missing a proposal

If you think the reports section is missing some of your proposals, this should help you troubleshoot.

Updated over 2 years ago

If you are on this page, it is probably because you see a different number of proposals in your proposal library, than you see in your Pipeline in 'Reports'.

The most likely reason for this is that you are counting proposals that you sent out today, or within the last 24 hours. These proposals will not be counted in the Reports page until the next day after the proposal was sent or accepted/rejected.

Check the report tomorrow and if you still don't see it, contact the Help Desk πŸ›Ž

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