Edition: Business + Insights Pro Add-on, Enterprise + Insights Pro Add-on
User-level: Permissions are set at an Organisation level by System Administrators
Who this is for: Principals, directors, business development team
Dashboard Explained
Time-in-stage analysis and funnel conversion rates across the proposal lifecycle. Conversion Analysis shows where in the pipeline proposals are being won or lost, and how long each stage is taking — helping the firm identify whether the bottleneck is in shortlisting, final selection, or early qualification.
New in Insights Pro: This dashboard did not exist in Analytics Plus.
How to use it
Use Conversion Analysis to diagnose where in the pipeline the firm is losing opportunities. If stage conversion from Submitted to Shortlisted is low, the firm may be over-submitting on poorly qualified opportunities — tightening proposal qualification criteria would improve win rate without increasing workload. If conversion from Shortlisted to Won is the problem, the issue is in the final pitch or fee proposal rather than initial qualification.
Understanding your data
Key Fields | How it's Calculated |
Stage Conversion Rate | Percentage of proposals that progress from one stage to the next (e.g. Submitted → Shortlisted → Won). Calculated as proposals reaching the next stage divided by proposals entering the current stage |
Average Days in Stage | Average number of days proposals spend at each stage before moving forward or closing. Calculated from the stage entry date to the next stage transition date in Total Synergy |
Stage Drop-Off Rate | Percentage of proposals that close as Lost at each stage. A high drop-off at Shortlisted indicates the firm is reaching finals but not converting |
Proposal Count by Stage (Period) | Number of proposals that passed through each stage during the selected period, used to assess pipeline volume and throughput |
Value by Stage | Total fee estimate of proposals at each stage in the pipeline. Useful for identifying whether high-value proposals are concentrated at an early or late stage |
Filters
Period: Date range for proposal activity
Office: Filter to one or more offices
Proposal Owner: Filter by the person managing the proposals