What is active?
Group open opportunities by owner and status, then compare expected value and close date.
- Architecture Firms CRM
- Reports and analytics
Reports for the questions your team asks
Read open fee work, proposal submissions, follow-up and decision evidence from the recorded fields.
Overview×
Architecture Firms CRM · Overview
Architecture Firms CRM dashboard
This quarter
Design RF ps in view
6Total revision
1,970Draft
6Submission due in 14 days
1Opportunities by status
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| New | 35 | ||
| Qualified | 23 | 66% | |
| Proposal | 13 | 57% | |
| Negotiation | 6 | 46% |
Expected value USD by status
Sample totals per stage
Questions to answer
Which proposals need attention?
Read design RFP status and submission due date alongside the parent pursuit.
What follow-up is due?
Compare due and completed dates on relationship activities.
Which actions need review?
Read operation result state and failure reason with the parent opportunity.
More reports
Open pipeline by owner List
Group open Opportunities by Owner and sum expected value USD.
Expected close calendar List
List open Opportunities by expected close date, owner and expected value.
Pursuit outcomes List
Compare Won and Lost Opportunities by Counterparty, won at and loss reason.
RFP submission work List
List design RF ps by Status and submission due with their linked opportunity.
Follow-up due list List
Compare relationship activities.due at with completed at and activity type.
Review decisions by pursuit Grouped
Show review decisions under each opportunity with source revision, Reviewer and Reason.
Operation result exceptions List
Group operation receipts by Action and result state with failure reason.
Pursuit evidence inventory Grouped
Show record attachments under their parent opportunity by Visibility and evidence type.
Set up Architecture Firms CRM your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.