Analysis History

Your Analysis History is the command center for managing all your bid analyses. Search, filter, organize, and compare analyses to build institutional knowledge and streamline your bid process.

Overview

The Analysis History page shows all RFPs you've analyzed, with powerful tools for:

• Finding specific analyses - Search, filter, and sort through hundreds of analyses
• Organizing by projects - Use folders, tags, and favorites to categorize
• Comparing opportunities - Side-by-side comparison of requirements and compliance
• Tracking trends - Visualize how your win themes align with market demands
• Archiving completed work - Maintain a knowledge base of past bids

Accessing Analysis History

Analysis History Interface

List View (Default)

Shows each analysis as an expanded card with:

┌─────────────────────────────────────────────────────┐
│ ⭐ RFP-2024-001: Cloud Services Platform             │
│ Department of National Defence • Uploaded Mar 15    │
│                                                      │
│ ● 73 Requirements  ● 65% Compliance  ● 3 Flagged    │
│                                                      │
│ Summary: Comprehensive cloud infrastructure RFP      │
│ requiring FedRAMP certification and...               │
│                                                      │
│ [View Analysis] [Share] [Export] [•••]              │
└─────────────────────────────────────────────────────┘

Information Displayed:

• Star icon: Pinned status (click to toggle)
• Title: Custom name or auto-generated from filename
• Agency/Source: Organization that issued the RFP
• Upload date: When analysis was created
• Quick stats: Requirements count, compliance %, flagged terms
• Summary: First few lines of AI-generated summary
• Actions: Quick access to common operations

Sorting Options:

• Newest first (default)
• Oldest first
• Name (A-Z)
• Compliance score (high to low)
• Pinned items first

Grid View

Compact cards arranged in responsive grid:

┌─────────────┐ ┌─────────────┐ ┌─────────────┐
│ ⭐ RFP-001  │ │   RFP-002   │ │   RFP-003   │
│ DND         │ │ PSPC        │ │ TBS         │
│ 65% ●●●●○   │ │ 82% ●●●●●   │ │ 45% ●●○○○   │
│ Mar 15      │ │ Mar 12      │ │ Mar 10      │
└─────────────┘ └─────────────┘ └─────────────┘

Best For:

• Quick visual scanning of many analyses
• Comparing compliance scores at a glance
• Touch-friendly mobile browsing
• When horizontal space is limited

Table View

Spreadsheet-style with sortable columns:

Best For:

• Detailed data analysis
• Multi-column sorting
• Bulk operations (select multiple analyses)
• Exporting to Excel for external analysis

Search and Filtering

Quick Search

The search bar at the top searches across:

• Analysis names (custom or filename)
• RFP numbers and solicitation IDs
• Agency names
• Requirement text (full-text search)
• Tags and folder names
• Summary text

Search Syntax:

Basic: cloud services
Exact phrase: "FedRAMP Moderate"
Agency filter: @DND cloud
Tag filter: #smallbusiness
Date range: 2024-03 cloud

Search Examples:

Advanced Filters

Click Filters to open the advanced filter panel:

Saving Filter Combinations:

Organizing Analyses

Folders

Organize analyses hierarchically with folders:

Creating Folders:

Example Folder Structure:

📁 My Analyses
├── 📁 Active Opportunities (Green)
│   ├── 📁 Federal - IT Services
│   ├── 📁 Federal - Consulting
│   └── 📁 Provincial - Infrastructure
├── 📁 Bid/No-Bid Pending (Yellow)
├── 📁 Won Contracts (Blue)
│   ├── 📁 2024 Wins
│   └── 📁 2023 Wins
├── 📁 Lost Bids (Red)
│   └── 📁 Lessons Learned
├── 📁 No-Bid Decisions (Gray)
└── 📁 Historical Research

Moving Analyses to Folders:

Method 1: Drag and Drop

• Click and hold analysis
• Drag to target folder in sidebar
• Drop when folder highlights

Method 2: Bulk Move

• Select multiple analyses (checkboxes)
• Click Move to → Select folder

Method 3: Individual Menu

• Click ⋮ menu on analysis
• Select Move to Folder
• Choose destination

Folder Operations:

• Rename: Right-click → Rename
• Change Color: Right-click → Change Color
• Delete: Right-click → Delete (analyses move to root)
• Share: Right-click → Share (shares all contained analyses)

Tags

Apply tags for cross-cutting categorization:

Common Tag Patterns:

By Opportunity Type:

• #rfp, #rfq, #rfi, #sow, #itt

By Value:

• #under100k, #100k-500k, #500k-1m, #over1m

By Set-Aside:

• #smallbusiness, #indigenous, #minorityowned, #womanowned

By Status:

• #active, #submitted, #won, #lost, #nobid

By Team:

• #capture-team, #proposal-team, #technical-review

By Technology:

• #cloud, #cybersecurity, #ai-ml, #devops, #networking

By Agency:

• #dnd, #pspc, #tbs, #ssc, #eccc

Adding Tags:

Bulk Tagging:

1. Select multiple analyses (checkboxes)
2. Click Tag button
3. Enter tags to apply to all selected
4. Confirm application

Tag Management:

• View All Tags: Settings → Tags → Manage Tags
• Rename Tag: Click tag → Rename (updates all analyses)
• Merge Tags: Select multiple → Merge (combines into one)
• Delete Tag: Select → Delete (removes from all analyses)
• Tag Colors: Assign colors for visual identification

Pinning

Pin important analyses to keep them at the top:

How to Pin:

• Click star icon ⭐ on any analysis
• Or: Right-click → Pin to Top

Pinned Behavior:

• Always appear at top of history, regardless of sort
• Star icon indicates pinned status
• Persist across filter changes
• Maximum 50 pinned analyses (upgradeable)

Use Cases:

• Current active pursuits
• Frequently referenced past wins
• Template analyses for similar opportunities
• High-priority competitive intelligence

Comparing Analyses

Side-by-side comparison reveals patterns and opportunities:

Starting a Comparison

Comparison Views

Requirements Comparison

Shows requirements across all selected analyses:

Requirement          | RFP-001 | RFP-002 | RFP-003 |
---------------------|---------|---------|---------|
FedRAMP Moderate     | ✓ Yes   | ✓ Yes   | ✗ No    |
Cloud Infrastructure | ✓ Yes   | ✓ Yes   | ✓ Yes   |
5 Years Experience   | ✓ Yes   | ✗ No    | ✓ Yes   |
DevOps Pipeline      | ✗ No    | ✓ Yes   | ✓ Yes   |

Features:

• Highlight Common: Shows requirements appearing in all analyses
• Highlight Unique: Shows requirements unique to one analysis
• Category Filter: Focus on specific requirement categories
• Match Status: Color-coded by your capability match status

Use Cases:

• Identify common agency requirements
• Find recurring patterns in similar RFPs
• Understand requirement evolution over time
• Prepare for anticipated future requirements

Compliance Comparison

Visual comparison of compliance scores:

Compliance Score Comparison

RFP-001 (DND Cloud)     ████████████░░░░░  65%
RFP-002 (PSPC Cloud)    ████████████████░  82%
RFP-003 (TBS Cloud)     █████████░░░░░░░░  45%

Average: 64%
Your Best: RFP-002 (82%)

Breakdown by Category:

Insights Generated:

• "Your strongest category is Compliance (77% average)"
• "Experience is a consistent gap area (55% average)"
• "RFP-002 pattern (PSPC) aligns best with your capabilities"
• "Consider partnering for Experience requirements"

Agency Pattern Comparison

Compare requirement patterns across agencies:

Agency Preference Matrix:

Percentage indicates frequency of requirement type in agency's RFPs

Use Cases:

• Predict requirements for upcoming opportunities
• Tailor capabilities profile by agency
• Identify agency-specific gaps to address
• Focus business development efforts

Timeline Comparison

Plot analyses on timeline with key metrics:

Timeline View (Last 90 Days)

Compliance %
100% ┤
 80% ┤     ●     ●
 60% ┤  ●     ●     ●
 40% ┤
 20% ┤
  0% └─────────────────────────
     Jan   Feb   Mar   Apr

● = Analysis point (hover for details)

Overlay Options:

• Compliance score trend
• Requirement count over time
• Flagged terms frequency
• Win/loss tracking

Insights:

• "Your compliance scores improved 15% over last quarter"
• "You're analyzing 3x more opportunities this month"
• "Flagged risk terms appearing more frequently"

Comparison Reports

Generate comprehensive comparison reports:

Sample Report Sections:

1. Executive Summary

Comparison of 3 Cloud Infrastructure RFPs
Agencies: DND, PSPC, TBS
Date Range: March 2024
Average Compliance: 64%
Common Requirements: 23
Unique Requirements: 47
Key Gaps: Experience (55% avg), Personnel (60% avg)

2. Strategic Recommendations

1. Prioritize RFP-002 (PSPC) - Highest compliance (82%)
2. Partner for Experience requirements - consistent gap
3. Target PSPC opportunities - best capability alignment
4. Develop case studies for cloud migrations
5. Consider no-bid on TBS pattern (45% compliance)

Viewing Analysis Details

Click any analysis to open detailed view:

Summary Panel

Quick Stats:

• Total requirements extracted
• Compliance percentage
• Flagged terms found
• Processing date
• Last modified date
• Number of views

AI-Generated Summary:

This 73-page RFP from Department of National Defence seeks
a cloud infrastructure provider with FedRAMP Moderate
certification. Key requirements include:

- Secure cloud hosting in Canadian data centers
- 24/7 monitoring and support
- DevOps CI/CD pipeline integration
- 5+ years government cloud experience
- Secret security clearance for key personnel

Gap Analysis: Missing FedRAMP certification and
government cloud references. Strong on technical
capabilities. Consider partnering with certified provider.

Flagged Terms Alert:

⚠️ 3 Flagged Terms Found:
🔴 "Liquidated damages" (Risk)
🟡 "Firm fixed price" (Financial)
🟢 "Best value" (Opportunity)

Requirements Breakdown

By Category:

Technical Requirements: 28 (38%)
├─ Fully Meets: 18 (64%)
├─ Partially Meets: 7 (25%)
└─ Cannot Meet: 3 (11%)

Compliance Requirements: 15 (21%)
├─ Fully Meets: 10 (67%)
├─ Partially Meets: 3 (20%)
└─ Cannot Meet: 2 (13%)

Experience Requirements: 12 (16%)
├─ Fully Meets: 5 (42%)
├─ Partially Meets: 4 (33%)
└─ Cannot Meet: 3 (25%)

By Priority:

Mandatory: 45 (62%) - Compliance: 71%
Evaluated: 23 (32%) - Compliance: 78%
Informational: 5 (6%) - N/A

Gap Details:

Cannot Meet (8 requirements):
1. FedRAMP Moderate certification
   → Recommendation: Partner with certified provider

2. 10+ government cloud contracts
   → Recommendation: Leverage commercial cloud experience

3. Secret security clearances (5 personnel)
   → Recommendation: Begin clearance process if pursuing

... (5 more)

Document Viewer

Features:

• Source Document: View original PDF
• Requirement Highlighting: Click requirement to highlight in document
• Page Navigation: Jump to specific pages
• Search: Full-text search within document
• Annotations: Add notes directly on document
• Compare with Extract: Split view shows extraction vs. source

Keyboard Shortcuts:

• Page Up/Down: Navigate pages
• Cmd/Ctrl + F: Search document
• Cmd/Ctrl + +/-: Zoom in/out
• H: Toggle highlight mode
• N: Next requirement
• P: Previous requirement

Activity Feed

Shows all activity on this analysis:

Activity Feed

● Mar 15, 2:30 PM - Analysis created
● Mar 15, 2:45 PM - Requirements extracted (73 found)
● Mar 15, 3:00 PM - Capability matching complete
● Mar 15, 3:15 PM - @sarah.smith added comment on Req #12
● Mar 16, 9:00 AM - @john.doe changed status to "Under Review"
● Mar 16, 11:30 AM - Shared with capture@company.com
● Mar 17, 2:00 PM - Exported to PDF
● Mar 18, 10:00 AM - Linked to Opportunity OPP-2024-001

Activity Types:

• Analysis lifecycle (created, processed, deleted)
• Requirement changes (status updates, notes added)
• Collaboration (comments, shares, assignments)
• Exports (PDF, Excel, Word generated)
• Integrations (linked to opportunities, proposals)

Bulk Operations

Perform actions on multiple analyses:

Selecting Multiple Analyses

Methods:

1. Checkbox Selection: Check boxes next to each analysis
2. Shift+Click: Select range (click first, Shift+click last)
3. Ctrl/Cmd+Click: Add individual analyses to selection
4. Select All: Click "Select All" (respects current filters)

Selection Info:

✓ 5 analyses selected
[Move to Folder] [Add Tags] [Export] [Delete] [More ▼]

Available Bulk Actions

Bulk Edit Examples

Example 1: Organize Q1 Pursuits

1. Filter: Date range = Q1 2024, Status = Active
2. Select All (23 analyses)
3. Move to Folder → "Q1 2024 Active Pursuits"
4. Add Tags → #q1-2024, #active, #federal
5. Pin (keep at top during quarter)

Example 2: Prepare Lessons Learned

1. Filter: Tags = #lost, Date range = 2023
2. Select All (8 analyses)
3. Move to Folder → "2023 Losses - Lessons Learned"
4. Add Tags → #lessons-learned
5. Export → Combined PDF → Share with team

Example 3: Competitive Research Package

1. Filter: Agency = DND, Tags = #won
2. Select All (12 analyses)
3. Export → Comparison Report
4. Include: Requirements, Compliance, Agency Patterns
5. Format: PowerPoint
6. Use for: Business development presentation

Analysis Lifecycle Management

Status Tracking

Track where each analysis is in your workflow:

Default Statuses:

1. New: Recently uploaded, not yet reviewed
2. Under Review: Capture team evaluating
3. Bid Decision Pending: Awaiting go/no-go decision
4. Pursuing: Bid decision made, actively pursuing
5. Proposal in Progress: Proposal being written
6. Submitted: Proposal submitted to agency
7. Won: Contract awarded to you
8. Lost: Award went to competitor
9. No-Bid: Decision made not to pursue
10. Archived: Historical reference only

Custom Statuses:

• Create org-specific statuses (Settings → Workflow)
• Examples: "SME Review", "Pricing", "Legal Review"
• Color-code for visual workflow management
• Set up automation (e.g., auto-tag when status changes)

Status Dashboard:

Analysis Pipeline

New (5) → Under Review (8) → Bid Pending (3) → Pursuing (12)
                                                     ↓
                                    Submitted (6) ←─┘
                                         ↓
                                    Won (3) | Lost (2)

Archiving

Archive old analyses to reduce clutter:

Manual Archiving:

1. Select analysis → ⋮ menu → Archive
2. Archived analyses hidden from default views
3. Access via "Show Archived" toggle

Auto-Archive Rules:

• Automatically archive after X days (configurable)
• Archive lost bids after 90 days
• Archive won contracts after proposal completion
• Archive no-bid decisions after 30 days

Archive Recovery:

• Archived analyses retained indefinitely
• Unarchive at any time: Analysis menu → Unarchive
• Bulk unarchive via selection

Deletion

Soft Delete (Trash):

• Delete → Moves to Trash
• 30-day retention period
• Restore anytime during retention
• Access: Settings → Trash

Permanent Deletion:

• After 30 days in trash
• Or: Empty Trash manually
• Warning: Cannot be recovered
• Confirmation dialog requires typing analysis name

What Gets Deleted:

• Analysis record
• Extracted requirements
• Capability matches
• Comments and activity
• Source document (if retention period passed)
• Shared links (invalidated)

What Remains:

• Audit logs (compliance requirement)
• Aggregated anonymous statistics
• References in other documents (marked as deleted)

Advanced Features

Analysis Templates

Save analyses as templates for similar opportunities:

Template Benefits:

• Faster processing (pre-tuned extraction)
• Better categorization (learns from template)
• Consistent structure across similar RFPs
• Reuse custom requirements and notes

Batch Import

Import multiple analyses from external sources:

From Competitor Research:

• Import bid abstracts from SAM.gov, CanadaBuys
• Bulk create analyses from opportunity feeds
• Auto-tag and categorize based on source

From Historical Data:

• Upload archive of past RFPs
• Batch process with low priority
• Build historical intelligence database

Import Process:

Import Progress:

Batch Import Progress

Completed: 45 / 100
Failed: 2
In Progress: 8
Queued: 45

Estimated completion: 25 minutes

Analytics and Insights

Analyze your analysis history for strategic insights:

Win/Loss Analysis:

Win Rate by Agency

DND:  40% (2 wins / 5 submitted)
PSPC: 60% (3 wins / 5 submitted)
TBS:  25% (1 win / 4 submitted)
SSC:  50% (1 win / 2 submitted)

Overall: 44% (7 wins / 16 submitted)

Compliance Trends:

Average Compliance Score Over Time

Q4 2023: 58%
Q1 2024: 64% (+6%)
Q2 2024: 67% (+3%)
Q3 2024: 72% (+5%)

Insight: Your compliance improving as capabilities grow

Requirement Frequency:

Most Common Requirements (Last 50 Analyses)

1. Cloud Infrastructure (78% of RFPs)
2. Security Clearance (52%)
3. Bilingual Support (48%)
4. 5+ Years Experience (45%)
5. Canadian Data Residency (42%)

Recommendation: Prioritize these in capabilities profile

Gap Analysis Across Opportunities:

Recurring Gaps (Appear in 3+ Lost Bids)

1. FedRAMP Certification (5 losses)
   → Action: Pursue certification or partnership

2. Healthcare Experience (4 losses)
   → Action: Target healthcare case studies

3. Large-scale implementations (3 losses)
   → Action: Document existing scale examples

Best Practices

Daily Workflow

Morning Routine:

1. Check pinned analyses for active pursuits
2. Review any new comments or @mentions
3. Update status for analyses with deadlines approaching
4. Quick scan of compliance scores for decision-making

After New Analysis:

1. Review and verify key requirements
2. Add custom name if auto-generated isn't clear
3. Tag appropriately
4. Move to relevant folder
5. Pin if active pursuit
6. Share with relevant team members

Weekly Review:

1. Review analyses in "Under Review" status
2. Make bid/no-bid decisions on pending analyses
3. Archive or delete old research analyses
4. Update folder organization
5. Export weekly summary for stakeholders

Monthly Review:

1. Analyze win/loss rates
2. Identify recurring gaps
3. Update capabilities based on learnings
4. Refine folder structure
5. Clean up tags
6. Review and update flagged terms

Organization Strategy

Folder Best Practices:

• Keep hierarchy shallow (max 3 levels)
• Use clear, consistent naming
• Color-code by status or agency
• Create folder for each major pursuit
• Separate active from historical

Tagging Best Practices:

• Establish tag taxonomy early
• Use consistent tag names (lowercase, hyphens)
• Limit to 5-7 tags per analysis
• Combine status tags (#active) with content tags (#cloud)
• Review and consolidate tags quarterly

Naming Conventions:

[Agency-Code]-[Solicitation-Number]-[Short-Description]

Examples:
DND-W6369-24A001-Cloud-Platform
PSPC-EF123-456789-IT-Consulting
TBS-2024-CDS-001-Digital-Services

Benefits:

• Easy sorting alphabetically
• Agency grouping automatic
• Solicitation number searchable
• Description provides context

Collaboration

Team Sharing Strategy:

• Share active pursuits with capture team
• Share won bids with delivery team
• Share lost bids with BD for lessons learned
• Restrict sensitive analyses to need-to-know

Comment Guidelines:

• @mention specific people for actions
• Use threads to keep related discussions together
• Mark comments resolved when addressed
• Add summary comment before making bid decision

Version Control:

• Major updates trigger version snapshots
• Compare versions to see changes
• Restore previous version if needed
• Export version history for audit trail

Troubleshooting

Related Documentation

• Uploading RFPs - How to upload and process documents
• Sharing Analyses - Collaboration and sharing features
• Opportunity Linking - Connect analyses to opportunities
• Vendor Analytics - Competitive intelligence from your analyses

What's Next?

After mastering Analysis History:

1. Set Up Workflow Automation - Auto-tag, auto-share, auto-archive
2. Create Custom Reports - Build dashboards from your analysis data
3. API Access - Programmatic access to your analyses
4. Mobile App - Manage analyses on the go