AutoRFP.ai

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.

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Completed projects with approved responses in AutoRFP.ai

Understanding of your organization's win/loss history

- Completed projects with approved responses in AutoRFP.ai
- Understanding of your organization's win/loss history
- Admin permissions 

Step 1: Access Gap Analysis Report

Navigate to Insights from the main menu.

The Gap Analysis dashboard loads with your historical data. 

1. Navigate to Insights from the main menu.
2. Select the Gap Analysis tab.
3. The Gap Analysis dashboard loads with your historical data.

Select your preferred Time Period and Users &amp; Teams dropdowns, plus Filters, in the top right to scope the report.

1. Select your preferred Time Period and Users &amp; Teams dropdowns, plus Filters, in the top right to scope the report.

Step 3: Review Overall Gap Analysis Statistics

The top of the report shows 5 headline metrics for the selected time period:

Step 4: Examine Gap Analysis Breakdown &amp; Trend

Review compliance percentages across the selected time period.

Analyze the trend in compliance over time.

1. Review compliance percentages across the selected time period.
2. Analyze the trend in compliance over time.

Navigate to the project-level view in the dashboard.

Review compliance gaps across entire projects.

Identify patterns in your most recent won vs. lost projects.

Note recurring themes across multiple projects.

1. Navigate to the project-level view in the dashboard.
2. Review compliance gaps across entire projects.
3. Identify patterns in your most recent won vs. lost projects.
4. Note recurring themes across multiple projects.

 Step 6: Examine Requirement-Level Analysis

Scroll down 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.  

Click on Edit Compliance to filter, export, or edit compliance per requirements.

1. Scroll down to the requirement-level view.
2. Review compliance gaps for specific requirements.
3. Identify which requirement types have highest failure rates.
4. Note opportunities for improvement at granular level. 
5. Click on Edit Compliance to filter, export, or edit compliance per requirements.

Click the Download button in the top right corner.

Download the report for sharing with stakeholders. 

1. Click the Download button in the top right corner.
2. Select your desired export format.
3. Download the report for sharing with stakeholders.

- 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
- Use tag filters to compare performance across product lines, regions, or other segments

- 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 

📚 Learning Centre: learn.autorfp.ai/en

Identify compliance gaps and optimize RFP performance with AI-powered insights

How to Use the Gap Analysis Dashboard

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Name	What it is
Compliance Rating	Percentage of compliant responses out of the applicable responses (responses that specify compliance category).
Compliant	Number of compliant responses.
Partially Compliant	Number of partially compliant responses
Non-Compliant	Number of non-compliant responses
Requirements Analyzed	Total number of requirements

How to Use the Gap Analysis Dashboard

Article Summary

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Step-by-Step Instructions

Step 1: Access Gap Analysis Report

Step 2: Filter Analysis

Step 3: Review Overall Gap Analysis Statistics

Step 4: Examine Gap Analysis Breakdown & Trend

Step 5: Examine Project-Level Analysis

Step 6: Examine Requirement-Level Analysis

Step 7: Export Gap Analysis Data

💡 Tips & Best Practices

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