Use the Save reports button in the top-right corner of the screen to save your preferred reports and filters.
Next time you need them, they are already saved and already configured for use.
Explore our library of predefined report templates
Saved reports can be shared with colleagues.
We introduced a library of standard report templates.
Flags
Rank opportunities in order of importance.
You get an organized view of your opportunities based on your needs and interests, and you can share it with your colleagues in your organization.
Assign opportunities to you and your colleagues - Use this feature, alongside flags and comments, to streamline your qualification and proposal workflows.
Flags board
It helps you and your team members to manage the flagged opportunities of your organization, in a Kanban board.
Customize your flags, colors, and labels.
The Kanban board can now be filtered by user, status, or deadline.
Custom opportunity flags
Rank opportunities in order of importance.
Create a custom workflow.
Label your tenders with custom flags, shared between all team members.
Comments and history of opportunities
Share comments on opportunities with your team members.
Check the history of an opportunity, incl. past flags, changes, or comments.
Daily digest email for changed opps
You can now receive a single daily digest notification email, to receive all the news for all the opportunities you’re monitoring.
The default setting is now ”daily digest emails” for all users. You can always revert to individual emails from Settings.
Self service
Organization owners can manage their users, roles, and seats. Owners automatically have a seat, granting them full access. We will also introduce ”free users”, with limited access.
Daily activity report email
You can now receive emails with the activity of all colleagues, such as: flagged opportunities, comments, Shared bookmarks (Saved reports). Change your email preferences from your settings.
