Using the Reports Center

Customization and Features

The Reports Center opens with four default views: Capture, Proposal, Contract, and Admin. You can add, delete, or rename views, and every view is fully customizable.

To resize or rearrange a widget, select the three dot menu in its top right corner. Choose S, M, or L to change its size, or Edit Order to drag your widgets into a new order and then select Done Editing. Copy Image copies the chart to your clipboard, and Remove takes the widget off the view.

Creating and Editing Views

Select the pencil icon next to the view names to edit your views. Click a view name to rename it, select the trash can to delete it, or select + to add a new view. Select the check mark when you are done. To open a view first every time you visit Reports, select it and then select the pin icon. Your pinned view is saved in your current browser.

Exports

To export your current view, select the Export PDF icon in the top right corner of the page. This downloads a PDF of the view and all of its widgets. The red Reset Layout icon next to it resets every view back to the default layout. You are asked to confirm first, because this cannot be undone.

Adding Reports/Widgets

To add a widget to the view you are on, select New widget in the top right of the page. The Widget Configuration window opens with two tabs: Custom and Curated. The preview on the right updates as you make changes.

Custom Reports

On the Custom tab, choose a View for the data you want to report on, such as Pipeline. Then use Measures, Sort, Dimensions, and Filters to build your report.

Under Visualization, you can set your desired chart type, set up comparison data for time based charts (line or area), and date ranges to encapsulate specific periods of time. You can also use the Show pivot table toggle to display a table of the underlying numbers beneath your chart. Select Save Widget to save this to your dashboard.

Curated KPI Reports

The following curated KPI reports are available on the Curated tab when you add a new widget. Choose one from the Metric list, then pick a Chart Type. Understanding these metrics can improve your decision making and strategic planning:

• Win Rate: This represents the percentage of proposals won out of those decided (won or lost). It reveals your overall success rate and helps track improvements in your proposal process.

• Active Pipeline: This measures the number and value of opportunities organized by your pipeline stages. It enables you to see where work stands and identify stages requiring attention.

• Conversion Rate (Capture to Proposal): This metric indicates the number of opportunities advancing to proposal work and how many proposals are submitted. It highlights areas where momentum may be lost.

• Proposal Volume: This reflects the number of proposals submitted in the past 12 months, categorized monthly. Tracking this helps assess team workload and trends over time.

• Turnaround Time: This is the average number of days from when an opportunity is posted to its due date, indicating the response time given.

• Awards by Customer: This groups awards by customer or agency, displaying total value. It assists in identifying strong customer relationships.

• NAICS Performance: This involves performance by industry using NAICS codes, including win rates, counts, and values by industry, revealing opportunities for growth.

• Team Performance: This indicates how each partner performs with you, showcasing wins, win rates, and total value, which can enhance collaboration decisions.

• Resource Utilization: This tracks the number of opportunities each team member manages and their total value, assisting in balancing workload across the team.

• Revenue Timeline: This projects estimated revenue for the next 10 years, combining current contracts and anticipated recompetes, offering a forward looking view for planning.

You can use the date selector in the top right to apply a specific date range to all curated widgets. Please note, this only applies to curated widgets and not custom widgets.

Editing Widgets

To edit a custom report widget, or change visualization options for curated widgets, select the three dot menu on a widget and choose Edit Widget.