Track your inspection proposals with this spreadsheet built to reveal patterns behind your wins and losses. Log client details, property types, lead sources, proposal outcomes, and more… while the dashboard automatically generates visual insights to show what’s working and what’s not.
This spreadsheet is intended for use alongside the Interview Feedback Template and the instructional guide to help you turn feedback into actionable insights. A preview of the Google Sheets tabs is shown above. An Excel version is also available for download.
Everything is totally customizable, including:
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Insights Dashboard Tab: Automatically charts your win/loss totals, loss reasons, and proposal metrics. Instantly spot trends and make smarter decisions without manual number crunching.
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Client & Proposal Tracking Tab: Log each proposal. It feeds directly into your Insights Dashboard to give you real-time insights.
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Lists Tab: Customize your dropdown options and metrics for your visuals, such as property types, inspection types, lead sources, and loss reasons.
CCPIA® members can access the spreadsheets here: