AI RFP Analytics & Reporting

See What's Actually Winning

Track win rates, RFP volume, and the content driving wins.

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Teams replacing old RFP workflows with AI agents

Results manufacturers report with Inventive

50%  
Higher

Win Rates

90%
Faster

RFP Completion Time

2.5X MORE
SUBMISSIONS

in just 3 months

Insights & reporting

Insights & reporting, at a glance

Win rates, deal size, and abandonment rate tracked by product, region, deal size, or however you segment your pipeline

Every AI response broken down by source — Bulk Generate, the Document Editor, a Questionnaire, Agent Hub, Improve with AI, or the Chrome Extension

See which Knowledge Hub content shows up most in your winning responses

Confidence breakdown (High / Medium / Low) across every AI response your team generates

Team adoption in one view — active users, logins, onboarding, and Knowledge Hub saves

Ask a plain-language question and get a direct answer, no BI tool required

Plus
AI RFP Software

The Insights Behind Every Winning Bid.

Text describing LoanProMax use cases: loan/customer management, automated billing, and loan servicing features.
1
Win/Loss & Pipeline Reporting

See what's actually working — and where deals stall

Track wins, losses, deal size, and abandonment rate across your pipeline, plus how long a project actually takes start to finish — segmented by product, region, deal size, or buyer type, instead of feeling out the pattern from memory after each deal closes.

2
Content Performance

Know which content is pulling its weight

See which pieces of your Knowledge Hub actually show up most in the responses that win, so you know what to keep current and what's just taking up space.

3
Team & Adoption Reporting

See who's actually using it, not just who has a seat

Active users, logins, onboarding and offboarding, and how often your team is saving new answers back into the Knowledge Hub — all in one view, so rollout stops being a guess.

Screenshot of Knowledge Agent interface improving a response about LawTech Solutions' legal case software.
4
Ask-Anything Reporting

Get an answer without building a report

Ask a plain-language question — "How many RFPs did we win from Benelux last year?" — and get an answer directly, instead of exporting data into a separate BI tool.

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Inventive has been a game changer. We have been 3X more productive.

We have received consistently high-quality responses, fostering strong trust in the tool. Moreover, the team has been very responsive to our needs.

Rick S. (Director of Sales Operations)
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Thank you for building this tool. I am so pumped.

Overall, my RFP workflow is SO much faster now with Inventive. My day was a lot less stressful using get Inventive.

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Anthony P.
(Solutions Consultant)
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Future of RFP/RFI/security questionnaire responses! Saves our team a ton of time.

Lot of great features. User experience is extremely intuitive and the team is very responsive.

Ben H (Head of Solutions)
How it works

How Every RFP Becomes an Insight.

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Every project feeds the same data set

RFPs, RFIs, questionnaires, and DDQs run through Inventive all add to your reporting automatically — no separate export step.

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Mark outcomes as deals close

Win, loss, and abandonment get recorded per project, so a stalled questionnaire shows up as clearly as a won deal, and your win rate updates across however you're segmenting it.

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See what content is actually working

Usage reporting shows which pieces of your Knowledge Hub show up most in the responses that win.

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See how AI is actually being used

Every response gets broken down by source — Bulk Generate, Document Editor, Questionnaire, Agent Hub, Improve with AI, or the Chrome Extension — and by confidence, so you can see where AI is carrying the most weight and where more review is happening.

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Ask instead of building a report

Type a plain-language question and get an answer directly, instead of exporting to a separate tool.

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Share what leadership needs

Pull the numbers for a pipeline review without rebuilding a deck from scratch each time.

Reporting on work your team is already doing

Every RFP, RFI, questionnaire, and DDQ run through your connected Knowledge Hub and Response Hub feeds this reporting — nothing extra to set up.

Sharepoint

Knowledge Management

Notion

Productivity

Confluence

Productivity

Google Drive

Productivity

Slack

Chat

Salesforce

CRM
Built for every team

One reporting layer, built for every stakeholder

Data & Security

Your numbers, never anyone else's

Reporting touches your whole pipeline. Here's how Inventive keeps that data yours alone.

Never benchmarked against other customers

Reporting reflects only your account's own data.

SOC 2 Type II compliant

Independently audited security controls.

Never trains public models

Your content is never used to train AI outside your account.

Encrypted in transit and at rest

Standard enterprise encryption on every document.

Access controls

Control what each user and the AI can see, via Okta and role-based access.

FAQs

Insights & Reporting, answered

To address any concerns or curiosities you might have, here are answers to some frequently asked questions about RFP knowledge base:

What can I actually see in reporting?

RFP volume, win/loss rates, deal size, abandonment rate, and which content gets used most in your responses, segmented however you track your pipeline — product, region, deal size, or buyer type.

What's actually in the reporting dashboard?

Four views: pipeline and deal reporting (wins, losses, deal size, abandonment rate, and how long a project takes), AI usage reporting (every response broken down by source and confidence), team and adoption reporting (active users, logins, onboarding, and Knowledge Hub saves), and ask-anything reporting for anything that doesn't fit a standard view.

Do I need to build a custom report to answer a specific question?

No. Ask in plain language — for example, "How many RFPs did we win from Benelux last year?" — and get an answer directly.

Can I see how AI is actually being used, not just how many responses it generated?

Yes. AI usage reporting breaks every response down by source — Bulk Generate, Document Editor, Questionnaire, Agent Hub, Improve with AI, or the Chrome Extension — and by confidence level, so you can see where AI is doing the heaviest lifting and where more review is happening.

Can I track whether my team is actually adopting the platform?

Yes. Team reporting shows active users, logins, onboarding and offboarding, and how often the team is saving new content back into the Knowledge Hub.

Does this cover RFIs, DDQs, and security questionnaires, or just RFPs?

All of them. Every project run through Inventive feeds the same reporting, regardless of the request type.

How is win rate calculated?

Win or loss gets marked per project as deals close, and your win rate reflects whatever you're currently tracking as won versus lost across your account.

Can I see which specific content is winning us deals?

Yes. Content performance reporting shows which pieces of your Knowledge Hub actually appear in the responses that win.

Is our reporting benchmarked against other customers?

No. Reporting reflects only your own account's data — never compared against or blended with other customers'.

Is our data used to train AI models?

No. Customer data is not shared with third parties, and Inventive is SOC 2 Type II compliant.

See What Your Data Reveals.

Stop guessing what drives wins. Get the insights to make every response better.

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