Dashboards & reporting
Proposal Tracking Dashboard for Accountants
Remindoo's Proposals dashboard shows how your proposals and letters of engagement are converting into fee income. Track proposals sent, signed and awaiting signature, acceptance rate, average time to sign and average proposal value, with a breakdown by employee — all from the real product screenshots below.
Built for UK accountants, bookkeepers and growing accountancy practices.
Proposal pipeline at a glance
Four headline cards show Total Proposals, Sent Proposals awaiting a response, Signed Proposals won and your Acceptance Rate of signed versus sent, each with its total value.
Proposals by status and revenue trend
See how proposals are spread across Draft, Sent, Signed and Declined, and follow monthly revenue from signed proposals over the last twelve months.
Proposal performance by employee
Average time to sign, average proposal value and pending signatures sit above an employee breakdown showing each person's draft, sent, signed and declined proposals with values and percentages. Export the table to CSV for sales reviews.
Recent proposals and letters of engagement
Recent Proposals lists the latest proposals and engagement letters created for clients with their status, date, value and the employee responsible.
Explore connected practice reporting
Explore all dashboard reports
Frequently asked questions
What does the Remindoo Proposals dashboard show?
Total, sent and signed proposals with their values, acceptance rate, proposals by status, monthly revenue from signed proposals, average time to sign, average proposal value, pending signatures, an employee breakdown and recent proposals.
Can I track engagement letters as well as proposals?
Yes. Proposals and letters of engagement created in Remindoo appear in the dashboard with their status and value.
Can I see who on my team is winning the most work?
Yes. The employee breakdown shows each person's draft, sent, signed and declined proposals with values.
Can I export proposal reports?
Yes. The employee breakdown exports to CSV.
See your own practice workflow in Remindoo
Book a Demo to explore reporting for your firm.
Book a personalised demonstration based on your firm’s own process.
Continue the Proposals guide
Why tracking leads and proposals matters
Every enquiry a practice fails to follow up is lost fee income. A clear pipeline shows which prospects need a reply, a proposal or a follow-up.
Faster replies
Prospects often contact more than one firm, so the firm that replies first and clearly has an advantage.
Consistent proposals
Templates and a services catalogue keep scope and pricing consistent whoever writes the proposal.
Signed terms from day one
E-signed engagement letters confirm scope and responsibilities before work begins.
No re-keying
Converting a won lead into a client keeps the details you already collected.
Practical tips from UK practice
- Reply to every new enquiry within one working day.
- Use lead statuses that match your real sales stages, and review them weekly.
- Send the engagement letter with the proposal so the client signs once.
- Record why lost leads were lost, to improve pricing and messaging.
Related Remindoo features
Written and reviewed by Annie, Product Lead at Remindoo. Guidance is general; check current GOV.UK and professional body guidance for your firm.
What UK practices say about Remindoo
Read all reviews on Trustpilot“With Remindoo, everything from the first enquiry to onboarding and ongoing client management is tracked in one place… It saves us hours and gives me, as a practice owner, complete visibility of where the firm stands.”
“The biggest benefit is having clients, tasks, deadlines, workflows, proposals and communication all organised in one place.”
“During my trial, the team were absolutely amazing. They helped onboard my clients, set up my settings and made sure everything was ready for me to use… they made the whole process completely stress-free.”
“It brings client information, tasks, recurring deadlines, workflows and reminders together in one place, giving us much better visibility across the team.”
