RFP Reporting

Know Your Team's Capacity Before Accepting the Next RFP

Strategically balance the ability to win an RFP with the ability to complete. RFP Reporting on Win Rate, RFP Opportunity Size, Team Capacity, RFP Volume and more.

Project Volume

Past year to date

Jan

Feb

Mar

Apr

May

Jun

Jul

Aug

Sep

Oct

Project Volume

Past year to date

Jan

Feb

Mar

Apr

May

Jun

Jul

Aug

Sep

Oct

The Problem

You Can't Balance Response Quality and Volume without Data

Sales forwards another 200-question enterprise RFP. Can your team handle it? You have no idea. No visibility into workload, velocity, or capacity limits. What even is our Win Rate?

RFP

Do we have capacity?

Manually search

CSV

Team_Capacity.csv

DOC

User_Data.docx

Win rate: 38% (estimated)

BEFORE

Win rate: 52% (+14%)

Workload overview

Team capacity

Balanced

Response speed

17 days → 8 days

Saved 400+ hours

At-risk projects

12/12 resolved

AFTER

rfp capacity, volume and win rate rate reporting

Team Capacity & Velocity That Prevents Overcommitting

Team capacity monitoring, win/loss tracking, and quality metrics in one dashboard. Know if you can handle 9 RFPs next quarter before accepting them.

rfp capacity planning

Balance Workloads

See all your RFPs, DDQs, SQs, Bids and Tenders in one place.

See who's working on them, and when they're due, all in one simple view.

Due Dates

Public Holidays & Events

Multiple Collaborators

Apple - RFP Software Questionnaire

Start Date

01/12/24

Due Date

12/12/24

Collaborators

Bid Team

Win Rate Trend

Project status year to date

100%

80%

60%

40%

20%

Q1 2025

Q2 2025

Q3 2025

RFP Win rate reporting

Win Rate Reporting For All RFPs

Track which RFP types, deal sizes, and customers convert. See exactly where your 38% win rate comes from and which segments perform at 60%+ vs 20%. Stop wasting effort on low-converting RFP types.

rfp reporting

Reporting To Demonstrate Bid Performance

Bid Manager

Know If You Can Accept the Next RFP

Sales forwards a 250-question enterprise RFP worth $900K. They need a response in 12 days. Can your team handle it? You have no idea. Three bid managers are already working on active deals but you don't know their workload. You say yes and hope. Two weeks later, two RFPs are overdue and the team is drowning. See real-time capacity across your team, average completion time for 250-question RFPs (38 hours), and who's at 87% capacity vs who can take more work. Say yes to winnable deals, no to pipeline crushers.