Draft
Quoted
Sent
Accepted
Declined
Cancelled
Drafts created—
Overview
Track quotes, proposals, and customer decisions.
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Quotes issued—
Web proposals—
Manual proposals—
Current proposal status
Proposals —Current status of proposals created or quoted in the selected month. Each proposal is counted once; archived and deleted records are excluded.
Proposal status
Proposal source
Web quote—
Manual entry—
Proposal cleaning type
Recurring—
Move-in ready clean—
Carpet cleaning—
Mixed—
Proposal status by cleaning type
Proposals —Charts show current status for proposals created or quoted in the selected month, counted once. Mixed proposals include recurring and move-in services. Drafts created and quotes issued are separate monthly activity measures; one proposal can appear in both. Web and Manual totals count each proposal once. Months use UTC dates.