The Proposal Activity by Officer viewport displays the proposal activity for the selected project(s) during the selected time period relative, organized by officer.
In order to be included, each Proposal must have the appropriate Campaign Project listed within the proposal record.
You can toggle between the Count of proposals in each status or the total dollar Amount of proposals in that status.
Clicking on any of the links in the table will bring up the list of proposals that make up the results.
Key Definitions Related to this Viewport:
- Submitted: Proposals that have been submitted (regardless of whether they are awaiting response, have been approved, or declined). They have a "Submitted/Pending", "Approved", or "Declined" status and an Ask Date in the selected time period.
- Pending: Proposals that have been asked and are awaiting a response. They have an "Submitted/Pending" status and an Ask Date in the selected time period.
- Declined: Proposals that have been declined. They have a "Declined" status and a Declined Date in the selected time period.
- Granted: Proposals that have been granted. They have an "Approved" status and a Granted Date in the selected time period.