Dashboard

The dashboard is your home base in Valent, providing a snapshot of your RFP activity and quick access to key actions.

Dashboard Overview

When you log in, the dashboard displays:

• Active RFPs — Current proposals in progress
• Win Rate Analytics — Performance metrics at a glance
• AI Qualification Scores — Recent RFP assessments
• Proposal Draft Status — Progress on active proposals

Quick Actions

From the dashboard, you can:

• Create a new Decision Room
• Upload an RFP for analysis
• View recent activity
• Access your most-used features

Analytics Widgets

Win Rate

Track your success rate over time:

• By segment or industry
• By proposal type
• Compared to historical performance

Pipeline Health

See the status of your RFP pipeline:

• Number of active opportunities
• Upcoming deadlines
• Bottlenecks requiring attention

Team Activity

Monitor team productivity:

• Recent contributions
• Section completion rates
• Review and approval status

Customization

Personalize your dashboard:

• Rearrange widgets
• Choose which metrics to display
• Set your default view

Tips

• Check your dashboard daily to stay on top of deadlines
• Use the analytics to identify trends and improve performance
• Set up notifications for critical updates