Understanding Your Bid Performance

Overview

The Dashboard shows you how your bids are performing. Use it to see trends, identify areas for improvement, and make better decisions about your bids.

Getting Started

1. Go to Dashboard from the main menu
2. You’ll see charts and metrics showing your bid performance

What You’ll See

The Dashboard includes:

• Overview: Key numbers and summaries
• Bid Performance: How individual bids are doing
• Ingredients Analysis: How well you cover key areas
• Requirements Analysis: Whether you address all requirements
• Personas Analysis: How well you appeal to stakeholders
• Marking Scheme Analysis: How you score against criteria

Overview Analytics

Key Metrics

The overview section shows:

1. Total Bids: Total number of bids in your library
2. Average Score: Average bid score across all bids
3. Active States: Breakdown of bids by status
4. Bids Per Month: Trend of bid creation over time
5. Top Categories: Most common analysis categories

Filters

Apply filters to focus on specific data:

Date Range

• Start Date: Filter from a specific start date
• End Date: Filter to a specific end date
• Select dates to analyse specific time periods

Tags

• Select tags to filter by bid categories
• View analytics for specific bid types or projects

User Filter

• If in an organisation, filter by team member
• Analyse individual or team performance

Bid Filter

• Select specific bids to analyse
• Focus on particular bid sets

Category Filter

• Filter by ingredient categories
• Analyse performance by category

Charts and Visualizations

Top Chart Data

• Visual representation of top-performing categories
• Shows Ingredients, Personas, Requirements performance
• Colour-coded for easy identification

Active States Pie Chart

• Breakdown of bids by status
• Visual representation of bid lifecycle stages
• Shows distribution across Draft, In Progress, Submitted, Won, Lost

Bids Per Month Chart

• Trend line of bid creation
• Shows bid activity over time
• Helps identify busy periods

Detailed Analytics Sections

Ingredients Analytics

Analyse bid performance by ingredients:

1. Select Date Range: Filter by time period
2. Apply Filters: Use tag, user, or bid filters
3. View Metrics: See ingredients coverage and scores
4. Identify Gaps: Find missing or weak ingredients

Key Metrics

• Total Ingredients: Count of ingredients addressed
• Average Score: Average ingredients score
• Top Ingredients: Most frequently used ingredients
• Gap Analysis: Missing ingredients identification

Requirements Analytics

Analyse requirements coverage:

1. Filter Requirements: Select specific requirement types

   • Customer Requirements
   • Question Requirements

2. View Coverage: See requirements coverage metrics

3. Score Analysis: Analyse requirements scoring

4. Improvement Areas: Identify requirements gaps

Key Metrics

• Requirements Coverage: Percentage of requirements addressed
• Average Score: Average requirements score
• Requirement Types: Breakdown by requirement type
• Coverage Trends: Trends over time

Personas Analytics

Analyse stakeholder persona alignment:

1. Select Personas: Choose specific personas to analyse
2. View Scores: See persona-weighted scores
3. Persona Breakdown: Individual persona performance
4. Alignment Analysis: How well bids align with personas

Key Metrics

• Persona Scores: Individual persona scores
• Average Score: Average persona alignment
• Top Personas: Most frequently addressed personas
• Weighted Performance: Persona-weighted bid scores

Marking Scheme Analytics

Analyse marking scheme performance:

1. Select Marking Scheme: Choose marking scheme rules
2. View Scores: See marking scheme scores
3. Criteria Analysis: Performance by marking criteria
4. Score Distribution: Distribution of marking scores

Key Metrics

• Marking Score: Average marking scheme score
• Criteria Breakdown: Performance by criteria
• Score Trends: Marking score trends over time
• Improvement Areas: Criteria needing improvement

Using Filters Effectively

Date Range Filtering

• Monthly Analysis: Filter by month for monthly reports
• Quarterly Review: Set date range for quarters
• Year-to-Date: Analyse performance year-to-date
• Custom Ranges: Set any custom date range

Tag Filtering

• Project Types: Filter by project category
• Customers: Filter by customer tags
• Outcomes: Filter by Won/Lost tags
• Combinations: Combine multiple tag filters

User Filtering (Organizations)

• Individual Performance: Analyse individual team member performance
• Team Comparison: Compare team members
• Collaboration: Understand collaboration patterns

Bid Selection

• Specific Bids: Analyse particular bid sets
• Comparison: Compare specific bids
• Subset Analysis: Focus on bid subsets

Exporting Analytics

Export Options

While specific export features may vary:

• Screenshot: Take screenshots of charts
• Report Generation: Generate detailed reports from bid views
• Data Export: Export underlying data if available

Best Practices

Regular Review

1. Weekly Reviews: Check dashboard weekly
2. Monthly Analysis: Deep dive monthly
3. Quarterly Planning: Use for quarterly planning
4. Trend Monitoring: Watch for trends over time

Filter Usage

1. Start Broad: Begin with all data
2. Narrow Down: Apply filters to focus
3. Compare Periods: Compare different time periods
4. Segment Analysis: Analyse by tags, users, etc.

Action Planning

1. Identify Weaknesses: Use analytics to find gaps
2. Prioritize Improvements: Focus on high-impact areas
3. Track Progress: Monitor improvements over time
4. Share Insights: Share dashboard insights with team

Troubleshooting

No Data Showing

• Check Filters: Ensure filters aren’t too restrictive
• Verify Bids: Confirm bids exist in library
• Date Range: Check date range includes bid data
• Refresh: Refresh page to reload data

Charts Not Loading

• Internet Connection: Verify stable connection
• Browser: Try different browser
• Wait: Allow time for charts to render
• Refresh: Reload page if needed

Filters Not Working

• Clear Filters: Reset all filters
• One at a Time: Apply filters individually
• Check Values: Verify filter values are correct
• Refresh: Reload if filters seem stuck

Analytics Seem Incorrect

• Data Range: Verify date range includes all relevant data
• Filters: Check filters aren’t excluding data
• Bid Status: Ensure bids have correct status
• Reports: Verify reports have been generated for bids

Performance Issues

• Reduce Date Range: Narrow date range if slow
• Fewer Filters: Apply fewer filters at once
• Wait: Allow time for analytics to compute
• Contact Support: If performance consistently poor

Related Guides

• Bid Library – Managing your bid collection
• Report Generation – Understanding report types
• Bid Viewer – Individual bid analysis
• Bid Analysis Setup – Creating bids for analysis