Analytics Overview
Proposal Forge provides comprehensive analytics to help you understand your proposal performance and make data-driven decisions.
Dashboard Metrics
Key Performance Indicators
Your dashboard displays:
- Win Rate - Percentage of proposals that won
- Active Proposals - Currently in progress
- Submitted This Month - Recent submissions
- Revenue Won - Total contract value won
Trend Charts
View performance over time:
- Win rate trends
- Submission volume
- Response time averages
- Revenue pipeline
Available Analytics
Win/Loss Tracking
Track proposal outcomes:
- Record wins, losses, and no-decisions
- Capture feedback from clients
- Identify patterns in successful proposals
- Learn from unsuccessful bids
Learn more about Win/Loss Tracking
Team Performance
Understand team contributions:
- Proposals per team member
- Section completion rates
- AI match scores
- Review turnaround times
AI Quality Scores
Monitor AI-generated content:
- Generation success rates
- Content quality metrics
- Refinement frequency
- User edit patterns
Using Analytics
Filtering Data
Narrow your analysis:
- Select date range
- Choose business line (if applicable)
- Filter by proposal type
- Filter by client/industry
Exporting Reports
Export analytics data:
- Go to Analytics
- Configure your filters
- Click Export
- Choose format (CSV, PDF)
- Download the report
Best Practices
Regular Reviews
- Review win/loss monthly
- Analyze trends quarterly
- Share insights with team
- Adjust strategies accordingly
Data Quality
- Always record outcomes
- Capture detailed feedback
- Update proposal statuses promptly
- Complete post-submission surveys
Actionable Insights
Use analytics to:
- Improve proposal quality
- Better match team to opportunities
- Refine AI generation prompts
- Focus on high-win-probability opportunities