In the filter feature of the payment section of Portal can we get a new filter to filter by month marked paid date because without this it makes using this data obnoxious for our accounting teams. Simple add please and thank you.

I need to be able to do what I would call a crystal canned report so I can making sorting easier when trying to capture data.

Interested in being able to pull our own data for the purposes of improving our sales operations. Being able to filter on multiple datapoints would provide super helpful information... just as an example: what's our average time to close on commercial project proposals above and below $5k? Knowing this would inform our follow-up activities, AND give us a benchmark that we can strive to improve on.

It would be amazing to be able to look up the name of an item within proposals to see how many proposals had that item. I don't expect to see how many of that item is sold, I know that the coding on searching that and totaling items would be tough. I simply would like to be able to search and see which proposals have that specific string of text for that item. Basically a deeper indexing search function.

Need reports of sales tax by date range as well please.

This would be a fantastic option. The ability to search which proposals were accepted, when they were accepted, who the sales rep was, etc.

Would like the ability to run a report for a product and see which projects it is currently in (proposal, won or completed status). This would be beneficial when something is discontinued so I could run a report on which projects it is in so that I can immediately notify my designers and project managers that it needs to be changed

financial summaries of all accepted proposals for an individual salesperson

We would like to see reports on - how much $$ of a particular brand we purchased, or sold ( approved proposals ) in a year