The firm dashboard is split into three sections to help you act faster, stay organized, and understand performance at a glance.
There’s also a Request and Proposal Library where you can view all the requests and proposals you have access to.
Your Firm's Rolling 12-Month Performance Snapshot
This section shows high-level KPIs related to your entire firm’s activity to understand performance as a whole.
Your Requests and Proposals
This section gives you real-time visibility into your active RFP opportunities to help you quickly understand the current workload.
Requests in Action Section
Lastly in the homepage, we have a section that identifies the requests that need immediate attention.
- Requests Due Soon - this shows the requests due within the next 10 days
- Upcoming Auctions - this shows the requests with auctions starting within the next 10 days
- Awaiting Revision - this shows the requests with open negotiations and proposal revisions are requested
- Recently Updated - this shows the requests with updated activity within the last 7 days
Request and Proposal Library
You can access your Request and Proposal library by clicking Requests and Proposals found in the lefthand, expanding menu.
In the All Requests and Proposals page, you’ll see four tabs: Awaiting Revision, Drafts & Revisions, Submitted, and All. You’ll find the related requests in each tab that are associated with the KPIs found in the Your Requests and Proposals section of the homepage.
You’ll see a Filter feature where you can filter the requests in each tab to help you pinpoint your queries. You can search by Proposal Due Date Range, Client, Use Case, Request Status, and Proposal Status.
You’ll also see a Sort By dropdown, to sort the requests to your preference, and a Search bar to freely search the requests by text.
If you have any additional questions, please reach out to our support team at support@persuit.com.
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