Turn your proposals into actionable insights

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.

Trend Analysis

Track how your proposal output and engagement evolve over time. See creation patterns, view trends, and identify your most productive periods.

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.

Engagement Insights

Know exactly how your prospects interact with your proposals. Track views, shares, and signatures to understand what resonates.

Client Intelligence

Analyze your performance per client or organization. See which accounts generate the most proposals, views, and wins, and where to focus next.

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.

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.