Spreadsheet with stages, next contact, overdue alerts, win rate and loss reasons.
Log each proposal and see what is open, what is overdue and how much you win, by count and value. The loss reason, recorded every time, shows what needs to change: price, lead time or scope.
What you get
Stages and next contact
Overdue contact alert
Win rate by count and by value
Loss reasons totaled
Product video (Portuguese narration)
Preview
Quotes tab with fictitious dataDashboard tab
Who it's for
You sell technical services or manufacturing
You don't have a CRM yet
You want the numbers before buying a system
Send us one drawing
We return a review with issues found, suggested fixes and a fixed-price scope. Free, under NDA if you need one.
