Release 191 - Filter Insights by Proposal Selection Date and by Team

Filter Insights by Proposal Selection Date

Clients can now filter reports in PERSUIT Insights by ‘Proposal Selection Date,’ in addition to ‘Proposal Sent Date.’ This enhancement allows for more accurate tracking of sourcing decisions, spend, and savings insights based on when work was actually assigned, rather than just when proposals were submitted.

Note: Users can switch their preferred date type anytime in Group Profile Settings, and all reports will automatically adjust accordingly.

Filter Insights by Team

Clients can now filter PERSUIT Insights by team, making it easier to track adoption, spot gaps, and drive improvements—without time-consuming workarounds. This allows organizations to analyze performance at a more granular level and generate team-specific reports seamlessly.

Benefits:
🔹 Allows legal operations and procurement teams to assess sourcing activity at a team level
🔹 Identifies adoption gaps and helps drive improvements
🔹 Eliminates the need for manual data segmentation to generate team reports

Navigate to Insights to explore these new filtering options.

For questions or support, please reach out to support@persuit.com 🚀