biddable

User guide

The executive dashboard

On the Enterprise plan, the pipeline by stage and team, the win rate, why bids were lost or not bid, what closes next and won value by quarter.

The Dashboard page shows the whole pipeline in one place. Executives, the enterprise admin and owners see every team; a team director sees their own team.

What it is

  • Pipeline by stage: how many bids are at each stage and their value; each bar is that stage's share of the bids in play.
  • By team: each team's open value, value awaiting a decision, won value, and its win rate.
  • The win rate: bids won out of bids won or lost.
  • Why bids were lost or not bid: the reasons recorded when a bid was marked lost or no-bid.
  • What closes next: open bids by closing date.
  • Won value by the quarter it starts: from each won bid's contract start.
  • Resourcing gaps: the people the won and likely bids need that your bench does not cover yet, each role once, in the quarter it starts, the nearest quarter first.

How to use it

  1. Open Dashboard.
  2. Choose a team, or All.
  3. Tap a bid under What closes next to open it.
  4. Press Download as CSV for the same figures in a spreadsheet.

Good to know

  • Money is shown in each bid's own currency. Nothing is converted.
  • A bid's contract start is set on its Overview with Edit. Tick Only the buyer's estimate when that is all it is: such a date is not guaranteed and may change.
  • HR does not see the dashboard, since it carries prices.

Common questions

Why does a quarter say "Start not set"?

Those won bids have no contract start yet. Add it on each bid's Overview.

Read the dashboard

See the pipeline, the win rate, the reasons, what closes next and won value by quarter, for one team or all.

Who can use it
Executives, the enterprise admin and owners for every team; team directors for their own.
Where it is
Dashboard
In
The web app, and the phone, tablet and desktop app

No clip for this one: Not filmed yet: the Enterprise plan arrived in November 2026.

What it does

Shows the pipeline across your teams in one page.

Step by step

  1. Open Dashboard.
  2. Choose a team, or All.
  3. Tap a bid under What closes next to open it.

What you see

  • Pipeline by stage, By team, the win rate, Why bids were lost or not bid, What closes next and Won value by the quarter it starts.

Good to know

  • Money is in each bid's own currency. Nothing is converted.

Back to the top

Download the dashboard

The dashboard's figures as a CSV file for a spreadsheet.

Who can use it
Everyone who sees the dashboard.
Where it is
Dashboard: Download as CSV
In
The web app only

No clip for this one: Not filmed yet: the Enterprise plan arrived in November 2026.

What it does

Downloads the same tables as one CSV file.

Step by step

  1. Open Dashboard and choose the team, or All.
  2. Press Download as CSV.

What you see

  • A file named dashboard.csv with a section for each table.

Back to the top

This page is the same help that sits behind the ? on every page of the app. Something it does not answer? Email hello@biddable.ae.