Velocibid

Analytics & Reporting

Track win rates, response times, competitors, and export PDF reports.

The Analytics dashboard gives you a bird's-eye view of your team's proposal performance — win rates, response times, outcome trends, and competitor intelligence — all in one place.

Key Performance Indicators

At the top of the dashboard, five KPI cards show your most important metrics at a glance:

Win Rate
Total Projects
Questions Answered
Avg Response Time
Hours Saved

Date Range Filter

Use the date range picker at the top of the dashboard to filter all analytics by time period: 7 Days, 30 Days, 90 Days, Year, or All Time.

Charts & Insights

Win Rate Trend

An area chart showing how your win rate changes over time. Daily snapshots are taken automatically so trends are always up to date.

Question Activity

A bar chart showing daily question answering activity. Useful for spotting busy periods and measuring team productivity.

Win/Loss Reason Tracking

When you mark a project as Won, Lost, or No Bid, Velocibid asks you to select a reason and optionally name the winning competitor. This data powers two analytics panels:

  • Outcome Insights: Pie charts showing the breakdown of win reasons and loss reasons.
  • Competitor Table: A ranked list of competitors you've lost to, with visual frequency bars.

Configurable Outcome Reasons

Your admin can customize the list of win/loss/no-bid reasons. Default reasons are provided out of the box (e.g., "Price too high", "Better solution fit", "Compliance gap"), but you can add organization-specific ones to match your sales process.

Exporting Analytics as PDF

  1. Open the Analytics page from the sidebar.
  2. Set your desired date range.
  3. Click Export in the top right corner.
  4. A branded PDF report is generated and downloaded automatically.

The exported PDF includes KPIs, outcome breakdowns, competitor data, and an executive summary — ready to share with leadership.

Daily Snapshots

Velocibid automatically captures a daily analytics snapshot via a scheduled background job. This means even if your team is inactive for a period, you'll have historical data points to track trends over time.

Practical Implementation Notes

This guide is designed to help proposal, security, and operations teams execute Analytics & Reporting consistently inside Velocibid. If you are onboarding new contributors, use this page as a standard operating reference and pair it with related documentation so your team follows one repeatable workflow.

For stronger outcomes, combine this playbook with adjacent guides in the same lifecycle stage (discovery, response, compliance, and delivery). Cross-functional teams that align their process across these modules typically reduce rework and improve proposal quality.