Data Lab gives you a complete analytics dashboard for your proposals. Track win rates, engagement, AI quality scores, team performance, and client insights, all in one place.
Everything you need to understand your proposals
From individual performance to team-wide analytics, Data Lab gives you the full picture.
Pipeline Funnel
See exactly where every proposal stands in your sales pipeline. From draft to signed, get a visual breakdown of your entire workflow at a glance.
Real-time status distribution across all stages
Visual funnel from draft to signed
Instantly spot bottlenecks in your process
Trend Analysis
Track how your proposal output and engagement evolve over time. See creation patterns, view trends, and identify your most productive periods.
Proposals created over time
Views and engagement trends
Flexible time ranges: 7 days to 12 months
AI Quality Scoring
Every proposal is automatically scored by AI for quality and completeness. Track your average score and see how your proposals improve over time.
Automatic quality assessment on every proposal
Track your average AI score over time
Identify what makes your best proposals stand out
Engagement Insights
Know exactly how your prospects interact with your proposals. Track views, shares, and signatures to understand what resonates.
Total and per-proposal view counts
Share tracking across all proposals
Top 5 best-performing proposals ranked
Client Intelligence
Analyze your performance per client or organization. See which accounts generate the most proposals, views, and wins, and where to focus next.
Proposals and win rate per client
Total views and engagement per organization
Identify your most valuable client relationships
Team Analytics
Managers get a complete overview of their team's performance. Compare win rates, track output, and celebrate top performers with the built-in leaderboard.
Team-wide pipeline and win rate overview
Individual member performance cards
Leaderboard with rankings and medal badges
Built for teams of every size
Whether you're a solo freelancer or managing a sales team, Data Lab adapts to your needs.
Sales Managers
Monitor team performance, identify coaching opportunities, and track which reps are closing the most deals. The leaderboard makes it easy to recognize top performers.
Founders & Freelancers
See your win rate, track proposal engagement, and understand which clients are most active. Make data-driven decisions about where to invest your time.
Growing Teams
As your team scales, Data Lab scales with you. From individual insights to team-wide analytics, everyone stays aligned on performance and goals.
Operations & Strategy
Spot trends in proposal creation, identify seasonal patterns, and use AI scoring data to improve your proposal templates and processes.
What you can track
A complete overview of every metric available in your Data Lab dashboard.
Performance
Total proposals, win rate percentage, average AI quality score, proposals created over time
Engagement
Total views, views per proposal, share counts, top 5 best-performing proposals
Pipeline
Status distribution (draft, pending, approved, sent, signed, archived), visual funnel breakdown
Client Insights
Proposals per client, views per organization, win rate per account, client value ranking
Team Overview
Per-member stats, team leaderboard, aggregated pipeline, team win rate and trends
From proposals to insights in 3 steps
Create proposals
Build professional proposals using the drag-and-drop editor. Add pricing tables, media, and your branding, every proposal is automatically tracked.
Send & share
Share proposals with a secure link. Every view, every interaction, and every signature is recorded and feeds into your analytics.
Analyze in Data Lab
Open Data Lab and see your complete performance picture. Win rates, engagement trends, AI scores, client insights, and team analytics, all updated in real time.
Why Data Lab?
Most proposal tools let you create and send. We go further, giving you the insights to close more deals.
Stop guessing, know exactly which proposals perform best and why
AI-powered quality scoring helps you improve every proposal you send
Track engagement in real time, see when prospects view and interact
Identify your most valuable clients and double down on what works
Team leaderboards and analytics keep everyone motivated and aligned
All analytics are built-in, no third-party tools or exports needed