The Scenario
The business development director got a question from the CEO on a Tuesday: "What's our win rate this quarter?" There was no clean answer. Bidsketch had the data, but the numbers lived across dozens of individual proposal pages. The director had a board meeting Friday.
What followed was three hours of clicking through proposals, tallying wins and losses in a scratch spreadsheet, and second-guessing the totals.
The bad version:
- Filter Bidsketch for "Won" proposals. Count them. Write the number down. Filter for "Lost." Count again. Wonder if the filter applied correctly.
- Try to calculate average deal size from the values visible on screen. Some proposals have multiple fee items — is the value shown the total or the subtotal?
- Export a CSV and try to pivot it in Sheets. The column headers don't match what you'd expect, and the value column includes partial amounts from proposals that are still in negotiation.
Three hours later you have a number you're 80% confident in, which is exactly the kind of confidence you don't want walking into a board meeting.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Google Sheet. It reads the sheet and communicates directly with Bidsketch through its built-in integration — pulling proposal data, grouping it, and computing the summary figures you need without any intermediate exports or pivot table setup.
Get all Bidsketch proposals, group them by status, and fill a Summary sheet with Won count, Lost count, total Won value, total Lost value, and win rate percentage
What You Get
- A Summary sheet populated with one row per status group: Won, Lost, Sent, Draft.
- Count and total value for each group.
- Win rate calculated as Won / (Won + Lost) and written as a percentage — not left for you to formula yourself.
- If any proposals are missing fee amounts, SheetXAI surfaces those as a count of incomplete records rather than silently skewing the average.
What If the Data Is Not Quite Ready
You want the breakdown by month, not just overall totals
Get all Bidsketch proposals with Won or Lost status, group them by the month they were updated, and write a table to the Summary sheet showing month, Won count, Lost count, Won value, and win rate for each month
You want a per-client view rather than overall totals
Fetch all Bidsketch clients and their proposals, then write one row per client to the Summary sheet showing client name, number of proposals sent, total Won value, and the date of their most recent proposal
You want to filter to a specific date range before calculating
Get all Bidsketch proposals created between January 1 and March 31 of this year, group by status, and fill the Summary sheet with Won count, Lost count, total Won value, total Lost value, and win rate for that period
Pull the full proposal history, compute the report, and flag clients with no won proposals
Fetch all Bidsketch proposals. In the Summary sheet, write the overall win-rate table (Won, Lost, Sent, Draft counts and values). In column H, list every client name that has at least one proposal but zero Won outcomes — these are the accounts to review before next quarter.
One prompt handles the pull, the grouping, the math, and the flag list.
Try It
Get the 7-day free trial of SheetXAI and open any Google Sheet — even a blank one — then ask it to pull your Bidsketch proposal history and compute the win-rate summary. For the data that feeds this report, see the guide on exporting your proposal pipeline from Bidsketch, or browse the full Bidsketch integration overview.