How much time are we spending on Proposals and how are the Metrics tracked?

One of the goals of having all of your questions, responses and data in one place is to save time and make it easier on your responders, but how do you know if it's really making a difference?  Where can you see some solid metrics to justify your decision making on going forward?

The Metrics icon on the left-hand main menu helps you get a quick look at your proposals time spent vs. time saved. There are 3 different views available, by Company, individual Users or Proposal

  • Time tracking STARTS when the user clicks into the response box area.

     Make sure to click in the text box before you start searching to get more accurate time spent stats
  • Time tracking STOPS on “Save & Complete” or “Save Draft”
  • Time spent and time saved stats are aggregated on a daily basis, they are not real-time.
  • Time spent will log ANY user that contributes to a question/response, not just assigned Writer and Approver
  • Time Saved measures time spent on creation of a new content record (exception: KB content uploaded through Excel template) then when it is reused from knowledge library it will report as time saved.

    Known bug: massive time saved statistics showing up. No algorithms used.
  • Metrics page shows:
    Companies - includes proposals and users
    Users - includes all users

  • Proposals - includes proposals only
This screenshot shows metrics by vendor company and by user. The Time Spent is the cumulative time that each vendor company or user has been actively using the system. Time Saved is a computation made up of time using content saved prior from the knowledge library vs. recreating answers or entries from scratch. 

Responding: Managing a Proposal

  1. How do I create a new Proposal?
  2. Administrator basics when starting a Proposal
  3. Can I create a Proposal that has Sub-sections?
  4. We've been invited to a Profile or RFP. Where is my invitation email?
  5. How do I copy an existing proposal?
  6. What is the Proposal Dashboard?
  7. How do I mention a user within a proposal/profile question's internal notes?
  8. How do I export my Proposal?
  9. Who is my Proposal Owner?
  10. Can I add Team Members outside my account to specific projects?
  11. How do I delete a Proposal?
  12. How do I pick my font in RFP360?
  13. Can we use our own Word proposal template for exporting?
  14. What are Proposal template placeholders in the export?
  15. What is my Proposal Export supposed to look like with the Table of Contents (TOC)?
  16. How do I choose a Default Proposal Template and/or Style?
  17. Can I modify the numbering in a Proposal?
  18. How do I search for past responses?
  19. How do I keep my Knowledge Filter set across a Proposal?
  20. How do I know if my knowledge library was used to complete a response?
  21. How do I move sections around?
  22. What are proposal analytics?
  23. How do I delete a Section?
  24. Why is the Excel export different from the Word version?
  25. How do you setup reminders/notifications for team members?
  26. I'm out of proposal credits. How do I buy more?
  27. Using Ask An Expert - Expert Response
  28. How do I close out a Proposal?
  29. How do I move a Proposal?
  30. What is the character limit in Questions?
  31. Including Excel drop-down lists in your RFP response
  32. Can I move questions to another Section?
  33. How do I upload multiple sections using the Excel Proposal Section Upload template?
  34. How can I tag a question from within my Proposal?
  35. How much time are we spending on Proposals and how are the Metrics tracked?
  36. How do I use/manage placeholder text in a Proposal?
  37. Can I refresh my Exports page?

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