Supervisor Mode

202.2.3.14 Account Executive Invoiced Proposals

The Account Executive > Invoiced section allows Supervisors to monitor data regarding the proposals that have been already invoiced (i.e. the actual turnover) by  certain Account Executive; it is also possible to filter this data by specifying a customer:

Filters

Period - Specify the scheduled period of proposals to be displayed.

Account Executive - If set, only those proposals related to the given Account Executive would be displayed.

Only for this customer - If set, only those proposals matching the given customer would be displayed.