How an Engineering Services Company Improved Win Rates and Sales Forecasting

Proposal management is often a complex and time-sensitive process—especially in the engineering services industry. Our client, a growing engineering services company, needed a better way to manage their bids, track progress, and improve their win rate.

We helped them address these challenges with a tailored dashboard designed to streamline their proposal process.

The Challenge

The company had limited visibility into ongoing proposals and struggled to track success rates. Bottlenecks at key stages slowed progress, and lack of strategic focus made it harder to prioritize high-performing markets. Sales forecasting was also reactive, not data-driven.

The Solution

We built a custom dashboard that gave the team a clear, real-time overview of all proposals in the pipeline. It tracked proposal stages, highlighted potential delays, and surfaced trends in success rates.

With better visibility, the company could:

• Refine proposal strategies based on past performance

• Prevent delays with proactive follow-ups

• Focus efforts on markets with the highest return

• Improve sales forecasting with real-time data

The Outcome

The dashboard enabled the company to optimize their proposal process. They achieved a higher win rate, reduced delays, and gained control over their sales pipeline. The improved visibility also helped leadership make faster, more informed decisions.

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📥 Download the full case study to explore the dashboard and results:
Project Proposal Dashboard Case Study (PDF)

🔗 Read more on our website:
Effective Bid Management Case Study