1. Size & Fit Recommendation
  2. Reports and Review Questions
Reference

Reports for the questions your team asks

Review recommendations, order position and verified effects without mixing estimates, product movement and collected cash.

Overview
Size & Fit Recommendation · Overview

Size & Fit Recommendation dashboard

This quarter

Fit assessments in view
6
Total confidence percent
470
Draft
6
Assessed at in 14 days
2

Sales orders by status

How far records got this quarter

StageReachedStep
Draft46
Accepted3270%
Fulfilled2475%
Cancelled1354%

Net amount USD by status

Sample totals per stage

10.0k0
9.0kDraft
10.0kAccepted
10.0kFulfilled
6.0kCancelled
8.0kRefund review
Example screen with sample data

Questions to answer

Order Position List

Which orders are draft, accepted or in refund review, and what net USD amount do they carry?

Fit Review Load List

Which submitted assessments need an independent decision against the proposed size and consent?

Recommendation History Grouped

What guidance was completed for an order, with what confidence and review date?

Verified Collections Grouped

What verified capture and refund evidence establishes the net collected USD amount?

Product Handover History Grouped

Which movement stages and quantities were recorded for the intended product?

Returns and Refund Evidence List

Which product quantities were returned in their recorded units, and what refund outcome was confirmed for the order?

Independent Review History Grouped

Which assessment or refund action did each reviewer decide on, which version was reviewed, and what reason was retained?

Unresolved Operations List

Which actions need reconciliation and what discrepancy is recorded?

Set up Size & Fit Recommendation your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started