Proposals Dashboard
Funnel view of open proposals, dollar value at risk, client views counter, and conversion velocity.
What Problem It Solves
Business developers need to know which proposals clients are actively reading right now.
This dashboard features automatic contextual integration. When YazFex AI is active, the assistant is injected into the side-panel, automatically reading these records.
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Contract values, renewal schedules, and value-at-risk analysis for upcoming expirations.