Your proposal funnel at a glance
Available on all current plans (Solo, Business and Team).
The four cards at the top of the Proposals page tell you how your quoting is really going.
Pipeline Value
The total dollar value of proposals currently out for decision — everything in Sent or Viewed status, with a count of how many are outstanding. This is work you could win right now; when pipeline runs dry, it's time to quote more.
Pipeline is a leading indicator, and it is the only one of the four that tells you about next month rather than last. A quiet fortnight of quoting shows up here long before it shows up in revenue — which is exactly the window in which you can still do something about it.
Acceptance Rate
Of the proposals that reached a client (sent, viewed, accepted, declined, or expired), the percentage that were accepted. Drafts don't count against you.
A falling acceptance rate is a prompt to look at pricing, targeting, or the proposals themselves — a rising one says your pitch is landing.
Expired proposals count as not accepted, which is deliberate and occasionally uncomfortable. A quote nobody ever answered is a loss; counting only explicit declines would flatter the number and hide the follow-ups you didn't make.
Avg Days to Accept
How long clients take between receiving a proposal and signing it, on average. Use it to calibrate follow-ups: if your average is 4 days, a proposal sitting at day 10 deserves a call.
Because it averages only the proposals that were accepted, it describes how long a yes takes — not how long a decision takes. Deals that died slowly are not in it.
Accepted Value
The total dollar value of everything you've won — your proposals' lifetime contribution to the top line.
Accepted is not collected. This card counts what clients agreed to, so it will run ahead of the cash-basis figures in your revenue reports — the gap between them is work sold but not yet billed or not yet paid.
Reading them together
- High pipeline, low acceptance — you're quoting plenty but losing; revisit pricing or qualification.
- High acceptance, low pipeline — you win what you quote; quote more.
- Rising days-to-accept — decisions are dragging; consider tighter Valid Until dates and earlier follow-up.
- Acceptance near 100% — usually a pricing signal rather than a triumph. If nobody ever says no, the number to test is your price.
The statuses feeding these numbers update in real time as clients view, accept, and decline.