Analytics & Metrics

Track performance, identify trends, and make data-driven decisions with Valent’s analytics capabilities.

Key Metrics

Win Rate

Your overall success rate and how it breaks down:

• Overall Win Rate — Total wins divided by total submissions
• By Segment — Performance across industries, clients, or deal sizes
• By Qualification Score — How AI predictions correlate with outcomes
• Trend Over Time — Whether you’re improving

Proposal Efficiency

How effectively your team creates proposals:

• Time to Complete — Average days from RFP receipt to submission
• Section Velocity — How quickly sections move through workflow
• Resource Utilization — Who’s doing what

Response Cycle Time

Where time is spent in your process:

• Qualification Phase — Time to make go/no-go decision
• Drafting Phase — Time creating content
• Review Phase — Time in approval cycles
• Bottleneck Identification — Where delays occur

AI Performance

How well AI features are working:

• Draft Acceptance Rate — How often AI drafts are used
• Edit Frequency — How much AI content is modified
• Time Saved — Estimated hours saved through automation

Using Analytics

Dashboard Views

Access analytics from the Insights Hub:

• Pre-built dashboards for common views
• Customizable widgets
• Drill-down capabilities

Filtering

Slice data by:

• Time period (week, month, quarter, year)
• Team member or group
• Client or industry
• Proposal type or size
• Outcome (won, lost, pending)

Comparisons

Compare across dimensions:

• This period vs. last period
• Team member performance
• Before and after process changes

Reports

Scheduled Reports

Set up automatic report delivery:

• Weekly summaries
• Monthly deep-dives
• Quarterly business reviews

Export Options

Download data for further analysis:

• PDF for presentations
• CSV for spreadsheets
• Custom formats as needed

Executive Summaries

Generate leadership-ready views:

• Pipeline health
• Team performance
• ROI metrics

Acting on Analytics

Improve Qualification

Use win rate by qualification score to:

• Adjust go/no-go thresholds
• Identify blind spots
• Refine scoring criteria

Optimize Process

Use cycle time data to:

• Remove bottlenecks
• Balance workloads
• Improve handoffs

Enhance AI

Use AI performance metrics to:

• Identify content gaps
• Improve prompt guidance
• Build better templates

Coach Teams

Use individual metrics to:

• Recognize top performers
• Provide targeted feedback
• Share best practices

Benchmarking

Internal Benchmarks

Compare across your organization:

• Teams
• Regions
• Time periods

Track Improvement

Monitor progress toward goals:

• Win rate targets
• Efficiency objectives
• Quality metrics

Tips

• Review analytics regularly, not just when something goes wrong
• Share insights with the team to drive improvement
• Use data to celebrate wins, not just diagnose problems
• Look for leading indicators, not just lagging metrics