What are proposal analytics?

RFP365  aggregates and graphs how much time your team has spent writing new content as well how much time they've saved leveraging existing work.  

What's most exciting about this tool is it gives you a way to analyze your efforts. 

You can answer questions like:
  • How much time are we spending on proposals and questionnaires?
  • Who is getting involved, and how much time are they spending on their responses? 
Time Spent is the summary of time each user is authoring content in the given proposal.

Time Saved is the summary of time for that content which was pulled from the Knowledge Base. If you spent 5 minutes authoring a response and it is saved in the Knowledge Base, when you use that response you'll realize 5 minutes of time-savings

To access this feature click on the "Metrics" button on the left-hand side of the page. You can then see how much time was saved by Company (that issued the RFP), User or Proposal.



Notes:
Some data goes back to the beginning of RFP365 in early 2013. 
On June 22, 2014, we started capturing the time users spent in the text editor. This was at the response level, by proposal, but not by the individual user. We assigned the total response time to the writer (not each writer who happened to be involved). So this was close, but not detailed by each resource.

So if a Manager re-wrote something for a writer, the time was added to the writer total.
On June 14, 2015 we started capturing the exact start/end times for each user working in proposals, by response. 
So, historically, the proposals numbers are valid, but the user totals could be off a bit from reality. You'll also see spikes by date, as those were accumulated. Now the actual time spend is stored by date, so at a much more granular level. 
We made some assumptions for historical content in the Knowledge Base (KB). We used 2 seconds per word. So, before June 22, 2014 we calculated/estimated the amount of time spent to craft the Knowledge. After June 14, 2015 the data captured in the actual. 

Managing a Proposal

  1. How do I create a new Proposal?
  2. Can I create a Proposal that has Sub-sections?
  3. How do I edit the name of my Proposal?
  4. How do I copy an existing proposal?
  5. What is the Proposal Dashboard?
  6. Can two (2) people edit a proposal at once?
  7. How do I export my Proposal?
  8. Who is my Proposal Owner?
  9. How do I delete a Proposal?
  10. How do I pick my font in RFP365?
  11. Can we use our own Word proposal template for exporting?
  12. What are Proposal template placeholders in the export?
  13. What is my Proposal Export supposed to look like with the Table of Contents (TOC)?
  14. How do I choose a Default Proposal Template and/or Style?
  15. Can I modify the numbering in a Proposal?
  16. How do I format Normal Text in Word?
  17. How do I search for past responses?
  18. How do I move sections around?
  19. What are proposal analytics?
  20. How do I delete a Section?
  21. Why is the Excel export different from the Word version?
  22. How do you setup reminders/notifications for team members?
  23. I'm out of proposal credits. How do I buy more?
  24. Where is my expert response?
  25. How do I move a Proposal?
  26. How do I close out a Proposal?
  27. What is the character limit in Questions?
  28. Including Excel drop-down lists in your RFP response
  29. Can I move questions to another Section?
  30. What if I my client's RFP contains Sub-Sections?
  31. How do I fill out the Excel upload template for a new Proposal?
  32. How do I upload multiple sections using the Excel Proposal Section Upload template?
  33. How can I tag a question from within my Proposal?
  34. How much time are we spending on Proposals and how are the Metrics tracked?
  35. How do I use/manage placeholder text in a Proposal?

Feedback and Knowledge Base