RFP Reporting
Know Your Capacity Before You Commit
Win rate, team capacity, volume, and velocity all in one place. Stop guessing whether you can take on another RFP.
The Problem
No Data. No Visibility. No Leverage.
Sales sends another 200-question RFP. Can your team handle it? You have no idea. No visibility into workload, velocity, or win rate.
RFP
RFP
Do we have capacity?
Manually search
CSV
Team_Capacity.csv
DOC
User_Data.docx
Win rate: 38% (estimated)
BEFORE
Win rate: 52% (+14%)
AFTER
rfp capacity, volume and win rate reporting
See Capacity Before You Overcommit
Capacity, win rate, and workload in one view. Know if you can handle 9 RFPs next quarter, before you say yes.
rfp capacity planning
One View. Every Project.
RFPs, DDQs, SQs, bids and more see who's working on what and when it's due.
Due dates at a glance
Public holidays & events
Team assignments
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%
0%
Q1 2025
Q2 2025
RFP Win rate reporting
Know Where You Win
See which RFP types, deal sizes, and segments convert at 60% and which waste your time at 20%. Stop chasing losing bids.
Learn more
Other features
FAQ
Frequently asked questions.
What ROI metrics can I show my CFO?
AutoRFP.ai provides executive-level reports showing automation rate, time saved, and cost savings across your entire organisation. On average, customers save 26 hours per RFP, translating to roughly $9,100 in human capital savings per submission. You can report on this per RFP, per quarter, and even down to the individual SME level, giving your CFO concrete evidence of business impact rather than anecdotal estimates.
Can I see win/loss patterns across our RFP portfolio?
Yes. AutoRFP.ai tracks which RFP types, deal sizes, and industries convert at what rates. You can see actual win/loss data in real-time rather than guessing during board meetings. This visibility helps you focus resources on the RFP categories where you perform best and identify areas for improvement.
How granular is the reporting?
Reporting breaks down to the individual SME level. You can see how many questions each team member was assigned, what percentage the AI auto-drafted accurately, and how often they needed to make significant edits. This helps identify training needs, capacity constraints, and which team members are most efficient with the platform.
Can I track team capacity and workload?
Yes. The reporting dashboard shows team workload distribution, completion rates, and response times across all active projects. This helps you plan resource allocation, identify when your team is at capacity, and justify headcount or tool investment decisions with data.
How long does it take to get set up?
Reporting works automatically once you start completing RFPs in AutoRFP.ai. The more projects you complete, the richer the reporting becomes. After a quick 30-minute demo, your account can be configured within 48 hours.