TEMPLATE: Proposal Metrics Template

Proposals generate data whether you track it or not. This template helps you measure proposal effort, effectiveness, and outcomes so you can make smarter business development decisions.

Most proposal teams track activity, but far fewer track what actually improves win rates, efficiency, or decision quality. This Business Development Metrics Template focuses specifically on proposals — helping you capture meaningful data without turning your team into accountants. You’ll learn how to measure proposal volume, effort, timing, competitiveness, and outcomes in ways that support better go/no-go decisions, resource allocation, and continuous improvement. The goal isn’t more reporting — it’s clearer insight into what’s working, what isn’t, and where your proposal process deserves attention.

Status: in production  |  Projected release: June 12, 2026