This is a high level view of RhinoDox's reporting dashboards, their capabilities, and functionality.
Getting Started
RhinoDox's Bid Analytics is a collection of dashboards available to Professional tier customers. The data in your dashboards is pulled together from all of the information that you've entered into your proposals and is updated every single day, on the hour. You can find the Analytics page by clicking 'Dashboard' on the left side of the screen.
When you click 'Dashboard' you'll be directed to the 'Company Overview' dashboard, which is the first page of the analytics dashboard suite. You can select other dashboards by clicking the dropdown button in the top left corner and clicking on any of the selections:
Each dashboard consists of a group of filters at the top of the page, and a variety of tables and charts throughout the rest of the page. The filters at the top will effect the data displayed throughout the rest of the page.
Overview of Dashboards
Each of the dashboards serves its own function within the realm of reporting. Let's take a look at what each dashboard can tell you about your data, your business, and your history.
Company Overview
The Company Overview provides a detailed view of your project pipeline and performance in RhinoDox. At a glance the widgets will show you your open project pipeline and financial details broken out by project status. Click here to read a detailed article about how these numbers are calculated from your data. Click the "Awarded" tab to dig into your Won & Lost projects and performance.
This dashboard also allows users to dive deeper into specific areas of their data and slice & dice more thoroughly than any other dashboard. Watch the video below for an example of digging into company performance and how you can download that information to use outside of RhinoDox:
Weekly Estimating
This dashboard is more of a tool which compiles what your company has done in the past week and what's coming up to bid in the next week. You can see a total count of proposals and budgets created, and the total value associated to those projects created. Watch the video below for a look at this dashboard and how to use the filters to find a specific set of data in the dashboard:
Backlog
Your Backlog page is a collection of Won & Lost jobs from your past, present, and future which can be used to forecast and maximize your bid output at strategic times to both fill out your calendar and avoid being stretched too thin by over bidding. In this dashboard, the determining piece of data for a Won job is it's Start Date and End Date. Those fields are what will allow you to forecast and build out your calendar. See the video below for more information:
Budgets
Since tracking budgets is a relatively minor feature within other dashboards of RhinoDox, we figured they need their own specific page. You will only find projects with the proposal type set as 'Budget' here - you can segment and download the same way you can on other pages. Check out an example of using the Budget dashboard below:
GC Overview
This page allows you to examine into your company's performance in relation to each GC company you've bid to in RhinoDox.
Both the GC Overview and GC Detail dashboards feature hit ratio calculations, for the sake of clarity I will include the formula RhinoDox uses to calculate those numbers.
Hit Ratio % = Won Jobs / Total Awarded Jobs
Hit Ratio $ = Won Job Contract Amount / Original Estimate Amount
You can sort and slice & dice this page to dig for specific pieces of data, or compare GC performance side by side to see where you're succeeding and where you're having successes or struggling.
Pro Tip: Open the GC Overview and GC Details pages in different tabs and use them in tandem to dig into the specific performance with a GC.
Watch the video below for a brief walkthrough:
GC Details
This dashboard shows your company's performance with individual contacts at the GCs you bid to. Have you ever had a hunch that you just can't win with someone? This is where you can check up on your hunch and decide whether you need to have a direct conversation with that person - or send them a complimentary fruit basket. Watch the video below for a brief walkthrough:
Missing Information
It is a crucial tool to make sure as much information as possible is captured for each proposal. Routinely checking this tool is necessary if you want your data to be fully fleshed out and accurate. We understand no one is perfect and sometimes things are just simply forgotten - no worries. You can find all of your projects that are missing crucial data in the 'Missing Information' dashboard. Watch the video below to see an example of how to use this page and click here to read about the Missing Information dashboard in more detail:
NOTE: If you are spending an extended period of time analyzing your data in RhinoDox, you may encounter an error screen like the one below:
Don't panic! This is a normal occurrence - this just means your data is updating. The system resyncs your data every hour, on the hour. Just pause what you're doing for about 30 seconds to allow the system some time to complete it's update, then refresh the page and continue working as normal.