Proposal Report

The Proposal Report lists proposals for a selected date range and proposal status.

Prerequisites

1. Latest Logicim XLGL version (https://www.logicimtech.com/en/Account/Profile under Download Logicim XLGL).
2. Microsoft Excel 2016 or higher.
3. Access to the Sage 50 US company data you want to review.

What the Report Does

This Report shows proposal details on the Report worksheet, including Proposal Number, Proposal State, Proposal Accepted, Date, Complete By, Customer ID, Description, Line Description, Invoice Number, Proposal Amount, Previous Billed Amount, Remaining Amount, Total %, and Unit Price. The Chart worksheet includes Proposal Status Distribution and Top 10 Proposal Revenue by Customer views.

How to Use the Report

1) On the Instructions worksheet, enter the start date in Start: and the end date in End:.

2) Select the proposal status in Proposal Status:.

3) Click Refresh on the XLGL ribbon to update the Report.

4) Use Go to Report... or open the Report worksheet to review proposal numbers, status, customer, billed amount, remaining amount, and total percentage.

5) Use Go to Chart... or open the Chart worksheet to review proposal status distribution and top proposal revenue by customer.

Customization Options

You can change the Start:, End:, and Proposal Status: inputs on the Instructions worksheet before refreshing. You can also use normal Excel formatting, sorting, filtering, or print settings on a saved copy. For additional proposal fields, layout changes, or calculation changes, contact Logicim support.

Common Use Cases

1. Review proposals by status for a selected period.
2. Track proposal amount, previously billed amount, remaining amount, and total percentage.
3. Review proposal details by customer and line description.
4. Use the chart views to summarize proposal status and top proposal revenue by customer.

Troubleshooting

1. Issue A: The Report includes proposals outside the period you expected. Solution A: Check the Start: and End: dates on the Instructions worksheet, then click Refresh on the XLGL ribbon.
2. Issue B: The proposal status is not the status you expected. Solution B: Confirm the Proposal Status: selection, then refresh the Report again.
3. Issue C: No proposal values appear on the Report worksheet. Solution C: Confirm that you are connected to the correct Sage 50 US company and that the selected period and status contain proposal activity, then refresh the Report.
4. Issue D: You need additional proposal fields or a different summary. Solution D: Contact Logicim support for customization.

FAQs

1. Q: Can I filter by proposal status? A: Yes. Use Proposal Status: on the Instructions worksheet before refreshing.
2. Q: What amount columns are shown? A: The Report worksheet includes Proposal Amount, Previous Billed Amount, Remaining Amount, Total %, and Unit Price.
3. Q: Does the Report include charts? A: Yes. The Chart worksheet includes proposal status distribution and top proposal revenue by customer views.

Best Practices

1. Confirm the date range and Proposal Status: selection before refreshing the Report.
2. Review proposal totals after each refresh before sharing the workbook.
3. Use the chart views to check whether the proposal mix matches your review goal.
4. Connect to the correct Sage 50 US company before refreshing the Report.
5. Keep an unchanged copy of the workbook before making workbook-level changes.

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Logicim XLGL Installation and Activation

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