Article Summary
Gap Analysis automatically evaluates historical RFP performance to identify compliance gaps, recurring themes, and optimization opportunities across projects and requirements. The AI-powered dashboard analyzes won and lost proposals to generate actionable insights, track win rates, and uncover product or process improvement areas.
Estimated Time
10-15 minutes to review and analyze
Prerequisites
Completed projects with approved responses in AutoRFP.ai
Understanding of your organization's win/loss history
Admin permissions
Step-by-Step Instructions
Step 1: Access Gap Analysis Dashboard
Navigate to Insights from the main menu.
Select the Gap Analysis tab.
The Gap Analysis dashboard loads with your historical data.
Step 2: Review Overall Gap Analysis
Review the dashboard overview showing:
Compliance gaps identified across projects
Recurring themes in won vs. lost projects
Key optimization opportunities
Critical success factors including response quality and win rates
Step 3: Filter Analysis
Use the filter options at the top of the dashboard to filter a time period
You can apply filters to narrow analysis by a compliance category, a user, or by project status
Review filtered results
Step 4: Examine Project-Level Analysis
Navigate to the project-level view in the dashboard.
Review compliance gaps across entire projects.
Identify patterns in won vs. lost projects.
Note recurring themes across multiple projects.
Step 5: Examine Requirement-Level Analysis
Switch to the requirement-level view.
Review compliance gaps for specific requirements.
Identify which requirement types have highest failure rates.
Note opportunities for improvement at granular level.
Step 6: Export Gap Analysis Data
Click the Export button on the dashboard.
Select CSV format for export.
Download the file.
Use exported data for custom reporting in Excel.
💡Tips & Best Practices
Review Gap Analysis dashboard monthly or quarterly
Track improvements over time after implementing recommendations
Prioritize gaps that appear across multiple projects
Focus on compliance gaps that led to lost proposals
✋🏼 Common Mistakes to Avoid
Not reviewing Gap Analysis regularly - missing optimization opportunities
Focusing only on project-level without examining requirement-level gaps - missing granular insights
Viewing Gap Analysis in isolation without other metrics
Need Help?
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📧 Email: [email protected] or contact your Success Manager directly for urgent support.
📚 Learning Centre: learn.autorfp.ai/en