Use Analytics to inspect recorded proposal activity, outcomes and library health. Check the filters and data completeness before comparing teams or reporting a trend.
Set the scope
Open Analytics and choose the Date range. Narrow the dashboard by Business line, Team member, Status or RFP source where useful. Review the active filter chips, and select Reset filters to start again. Clicking a supported chart item can add a filter, so check the scope again before interpreting another panel.
Read the dashboard
Compare Win rate trend, Submissions and outcomes, Pipeline funnel, Business lines, Team performance, Competitors, Cycle time, Recent debriefs and Library health. Use a chart's Show table control to inspect exact values and Download CSV to download those values. Treat a missing value as unknown, not as a zero. If loading or refreshing fails, use Retry and inspect the result before reporting a trend.
Save a view or schedule a report
Use Save view to keep a useful filter and panel layout, and Update view to save changes to a view you intend to reuse. In the Reports tab, select New schedule to configure an available schedule and its recipients. Scheduled email notices link to the report rather than carrying its data in the email. Access and management controls depend on the plan and your permissions.