Analytics & Insights

Recording Outcomes

After submitting a proposal, record the outcome (Won, Lost, No Decision, Withdrawn) to help track your success rate. Add optional notes about why you won or lost — evaluator feedback, pricing issues, capability gaps, or any other factors. This data feeds the analytics engine and helps improve future proposals by identifying patterns and areas for improvement.

Dashboard Metrics

The analytics dashboard provides comprehensive metrics to help you understand your proposal performance and identify opportunities for improvement.

Win Rate

Percentage of proposals won vs. total submitted. Track trends over time to measure the impact of knowledge base improvements and strategy refinements.

Proposals Generated

Total proposals created, broken down by status (draft, submitted, won, lost). Understand your pipeline volume and conversion at each stage.

Average Generation Time

How long the pipeline takes from upload to draft. Use this metric to plan timelines and set realistic expectations with stakeholders.

Qualification Accuracy

How often the qualification score correctly predicted outcomes. High accuracy means the go/no-go analysis is reliable for decision-making.

Trend Analysis

Win rate trends over months. Identify improvement or decline patterns and correlate them with changes in your knowledge base or team capabilities.

Loss Reasons

Common reasons for lost bids, helping you address recurring weaknesses. Focus knowledge base updates on your most frequent loss categories.

Learning from Outcomes

Won proposals: The system identifies what content, strategies, and evidence correlated with wins. Successful case studies, pricing structures, and compliance approaches are flagged for reuse in similar opportunities.

Lost proposals: Understand gaps — was it pricing, capability, compliance, or something else? Lost bid analysis helps you prioritize knowledge base additions, capability development, and profile refinements.

Over time, your knowledge base and profile improvements are reflected in better qualification scores. The system learns which types of RFPs match your strengths and warns you earlier about opportunities that may be a poor fit.

Plan Availability

Starter: Basic proposal count and status tracking

Pro: Full analytics dashboard with win/loss tracking and trends

Business: Everything in Pro plus data export and custom reporting

View plan details →

Tip

Record outcomes even for lost bids — especially for lost bids. Understanding why you lose is more valuable than celebrating wins. Include evaluator feedback when available to help the system learn specific improvement areas.