Capture
Management reporting
Management reports use your workspace pursuit history. Consistent stages, values, owners and outcome reasons make the analysis more useful.
Performance measures
Review win rate by count and value, bid rate, stage conversion, weighted pipeline value and cycle time over the period you select.
Forecast and workload
Use the six-month forecast to review expected value and the workload view to see open pursuits and tasks by team member.
Improve future decisions
Record no-bid, loss and win reasons when work closes. Compare qualification scores with eventual outcomes to see where your decision rules need adjustment.