Proposal Manager Excel Template

The Proposal Manager Excel Template from Besttemplates.com is a powerful and organized tool for efficiently tracking and managing all your proposals. With this template, you can easily log proposal details, client information, and track each proposal’s status, allowing you to monitor your proposal win/loss rate and pending proposals at a glance. The template features dynamic charts and automated calculations that provide clear insights into your proposals and their performance.

Key Features:

• Proposal Details Sheet: Input essential proposal information such as Proposal Title, Submission Date, Due Date, and Amount. The Proposal ID will auto-generate for each entry.
• Client Database Sheet: Log client details for easy reference when managing multiple clients and proposals.
• Proposal Log Sheet: Select the Proposal Title and Client Name from dropdown lists. Status and outcome (Win/Loss) can also be selected from dropdowns, with space for additional notes.
• Overview Sheet: View a summary of the number of proposals, wins, losses, and pending proposals. The overview includes detailed charts displaying proposal status and performance. You can also select a year from a dropdown to see monthly submission trends and bid amounts. The average and total amounts for the year will be automatically updated.

The Proposal Manager Excel Template from Besttemplates.com provides a complete solution to effectively manage your proposal submissions, helping you track progress, performance, and outcomes with ease.