Recording outcomes turns your proposals into a history you can learn from. Each won or lost outcome feeds your win rate and the revenue won on the dashboard, and the notes you add keep what the buyer told you.
Recording an outcome
You record outcomes on the Proposal Pipeline board. Proposals in the sidebar opens it.
- Drag the proposal's card to the Won or Lost column.
- The Record Proposal Outcome form opens. Fill in what you know.
- Select Save Outcome.
Moving a card to Won or Lost keeps the proposal's status as submitted and records the outcome. If the outcome changed, today's date is saved as the outcome date. Closing the form with Cancel keeps the outcome and that date.
To change an outcome later, select Edit outcome on the card. Dragging a won or lost card to any other column clears its outcome.
The outcome form
The Record Proposal Outcome form has these fields:
- Outcome: Won, Lost, Cancelled, Pending or No Bid.
- Outcome Date: when the outcome was decided. It starts at today's date. Set the real award or notice date, because the dashboard counts an outcome in the year of this date.
- Outcome Notes: a short note about the result.
- For a loss, Competitor Information: the Competitor Name and the Winning Bid Amount, if known.
- For a win, What Helped Us Win?: type a win theme and select Add. Click a theme to remove it.
- Debrief Notes: the feedback you received.
- Lessons Learned: what to carry into future proposals.
Only Won and Lost are decided outcomes. If you save Cancelled, Pending or No Bid, the card returns to the Submitted column and the proposal does not count toward your win rate.
For a won or lost outcome, Analyze with AI asks the AI to draw lessons from your debrief notes and lessons learned. It is available once one of those two fields has text. It shows a short summary when it finishes and saves the insights it found.
Recording contract value
The dashboard's revenue figure adds up the proposed value of each proposal won this year. Record that value on the card:
- Select Quick edit on the card before you move it to Won.
- Enter the Proposed Value.
- Select Save Changes.
Once a card is in Won, its link reads Edit outcome instead. To change the value then, switch the board to list view and use the edit button on the proposal's row.
Where outcomes appear
On the Dashboard:
- "Win rate (this year)" is won proposals divided by decided proposals this calendar year, with a caption such as "3 won / 5 decided". See How win rate is calculated.
- Revenue Won adds up the proposed value of this year's wins, with the number of contracts secured. When some wins have no value, it says how many values are not recorded and is labeled Recorded Revenue Won. When none of them has a value, the figure reads "Not recorded", with a Record contract values → link to the pipeline board.
The Team page shows the all-time win rate, and the pipeline board shows "Win rate (all time)".
A missing value is not zero. "Not recorded" means Propivix has no contract value for those wins, so the revenue figure would understate what you won.
Good habits
- Record the outcome as soon as you hear, and set the outcome date to when the decision was made.
- Record losses as carefully as wins. A win rate built only from wins is not a win rate.
- Ask for a debrief after every decision and put what you learn in Debrief Notes.
- Use Cancelled or No Bid rather than Lost when there was no competition to lose, so your win rate stays accurate.