Use PERSUIT's Insights feature to export to Excel a number of reports covering all of your organization's PERSUIT usage data.
Here is a full list of all data points in these export files.
Any data points missing that you would like to see included? Reach out to support@persuit.com.
Executive Summary |
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| RFP Details | RFPs in Draft Status | Pricing Item Details |
| RFP ID | RFP ID | RFP ID |
| RFP title | RFP title | RFP sent date |
| Requested by | RFP created by | RFP title |
| Reference number | RFP created by email | Provider name |
| Template title | Requested by | Conflicts passed |
| Template type | Team Name | Proposal submit timestamp |
| RFP created by | Group Name | Proposal created by name |
| Team Name | Area of Law name | Proposal status |
| Group Name | RFP created date | Accepted proposal |
| RFP sent date | How many weeks old | Proposal accepted timestamp |
| Proposal due date | Proposal final price | |
| Proposal allotted duration (days) | Proposal item level | |
| RFP status | Request item index | |
| Invited providers | Request item group | |
| RFP pricing preference | Request item title | |
| Selected provider reduction amount | Item initial price | |
| Savings method | Item final price | |
| Savings override | Initial item percentage | |
| RFP require total price | Final item percentage | |
| Auction used | Final item pricing model | |
| Auction start | # of sub items | |
| Auction end | RFP URL | |
| Auction duration (mins) | Assumptions & description | |
| Auction visibility | ||
| Currency | ||
| Conflicts checked | ||
| # of invited providers | ||
| # of participating providers | ||
| # of proposals | ||
| Any selected | ||
| Selected | ||
| Agreed fee | ||
| Estimated Savings | ||
| Avg % saved | ||
| Adjusted Agreed Fee | ||
| Adjusted savings | ||
| Baseline Fee | ||
| Adjusted savings % | ||
| Notes on adjusted savings | ||
| Total savings (PERSUIT estimate or client adjusted amount if present) | ||
| Avg starting amount | ||
| Avg auction starting amount | ||
| Avg auction final amount | ||
| Avg amount changed in auction | ||
| Avg % change in proposal price | ||
| Avg % change in auction | ||
| Highest final price | ||
| Lowest final proposal amount | ||
| Avg accepted amount | ||
| Avg final amount | ||
| Median starting amt | ||
| Median at auction start amt | ||
| Median final amt | ||
| RFP URL | ||
| Internal notes | ||
| Diverse Firm Invited | ||
| Diverse Firm Selected | ||
Providers |
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| Invitations | Provider Information | Provider Submission Details |
| RFP ID | Provider Name | RFP ID |
| Provider Name | # of RFPs invited | RFP title |
| Contact first name | # RFPs participated in | Provider name |
| Contact last name | % of RFPs with a submitted proposal | Conflicts passed |
| Contact email | # of RFPs Won | Invite participation status |
| Contact invited or shared | Win Rate % | Declined to participate reason |
| Invite timestamp | # of RFPs declined to participate | Proposal submitted timestamp |
| Invite view status | # of proposals | Proposal created by |
| Invite participation status | # of proposals with feedback provided | Proposal status |
| Invite status | Avg feedback score | Accepted proposal |
| # of proposals | # Proposals using DEI module | Proposal accepted timestamp |
| # Proposals having Diverse Lead or 2nd Chair | Proposal total price model | |
| Avg proposal change during auction | Proposal starting price | |
| Avg % of Origination Credit to Diverse Lawyers | Proposal auction start price | |
| Avg % of Hours to be performed by Diverse Timekeepers | Proposal auction final price | |
| Is NAMWOLF certified? | Proposal final price | |
| Is MANSFIELD certified? | Change in proposal price | |
| Is MWBE certified? | Change in proposal price during auction | |
| # of proposals selected | Proposal % Change | |
| # of RFPs using AFAs | Proposal % change during auction | |
| % of RFPs using AFAs | Proposal scorecard score | |
| # of unique requestors | Proposal uses DEI module | |
| Avg proposal scorecard score | Proposal has Diverse Lead or 2nd Chair | |
| # of proposals with proposal score | % Origination Credit to Diverse Lawyers | |
| Avg starting amount | % Hours to be performed by Diverse Timekeepers | |
| Avg final amount | hasDiversity Certification | |
| Total accepted amount | ||
| Total starting amount of all proposals | ||
| Total final amount of all proposals | ||
| Change in total amount of all proposals | ||
Diversity |
AFAs and Auctions |
Adoption |
Workflow Completion |
| Answers to Diversity Questions | AFA and Auction Details | User Report | RFP Status Tracker |
| Provider Name | RFP ID | User last name | RFP ID |
| # RFPs Using Diversity Module | RFP title | User first name | RFP title |
| % RFPs Using Diversity Module | RFP sent date | User email | RFP created by |
| % Work by Diverse Lawyers | RFP created by | RFPs created by user (all time) | RFP in draft state for over 2 weeks |
| % Work by Diverse Lawyers (selected) | Is AFA | User's first RFP sent date | Days since RFP created |
| % Proposals w/ Diverse Lead | RFP pricing preference | User's last logged-in date | RFP does not have a selected provider |
| % Proposals w/ Diverse Diverse Lead (selected) | Is Auction | User title | Days evaluating with no proposal selected |
| Avg % Diverse Orig. Credit | Selected | User roles | RFP has proposals awaiting feedback |
| Avg % Diverse Orig. Credit (selected) | Adjusted Agreed Fee | Team Name | Days since RFP was marked completed |
| Adjusted savings | Group Name | RFP needs to be marked completed (>30 days) | |
| Estimated Value | User is disabled | Days in evaluating state | |
| Estimated Savings | User Location Level1 | ||
| Agreed fee | User Location Level2 | ||
| Agreed Fee Savings | User Location Level3 | ||
| RFP URL |
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