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.

Project Volume

Past year to date

18

15

12

9

6

3

0

Jan

Feb

Mar

Apr

May

Jun

Jul

Aug

Sep

Oct

Project Volume

Past year to date

18

15

12

9

6

3

0

Jan

Feb

Mar

Apr

May

Jun

Jul

Aug

Sep

Oct

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

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 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

Calendar

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

Q3 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.

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.

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.

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.

Learn more

Other features

Product Demo

See it in action

Our customers win more deals, faster, with higher quality responses and we think you can too.

Product Demo

See it in action

Our customers win more deals, faster, with higher quality responses and we think you can too.

Product Demo

See it in action

Our customers win more deals, faster, with higher quality responses and we think you can too.

See which RFP types, deal sizes, and segments convert at 60% — and which waste your time at 20%. Stop chasing losing bids.