On this call Karthik met with the Vizient team to show them some samples of reporting for Proposal Builder. Ultimately, they loved the demo and wanted to note / request a few enhancements:
- The ability to overall report on Proposal Builder statistics much like you would with any regular project within the project module. Having an option to choose to include Proposal Builder projects within the executive dashboard would be ideal.
- The ability to export Proposal Builder reporting (much like what Karthick showed) but also have the option to export that content/data into excel to upload to the likes of PowerBI
Gong recording is here for additional context:
https://us-39424.app.gong.io/e/c-share/?tkn=19fyfrrrofbjas4wvqruivom2
Excel / export request is around the 26 minute mark.
