if you pitch creative web proposals, what high-level information and tasks are most important to you?
December 30, 2010 5:18 PM Subscribe
What is the most important information for someone who pitches web proposals to clients to have at a glance? what sort of actions would a dashboard displaying this info need to support?
posted by canine epigram to Work & Money (2 answers total) 3 users marked this as a favorite
I'm looking for input from people in positions who pitch web proposals to clients. I'm working on a web evaluation of a dashboard designed for that sort of work - and unfortunately, I don't have anybody actually in that field to ask about what information and actions matter most important to them, and I have less than a week to wrap this up.
So I turn to the hive, hoping someone can help me out. Since this is a dashboard, I'm not looking for *all* the info someone in this job would need or all the possible actions it would need to support - just the most important 5-10 high-level ones, in order of importance from the people who actually do this for a living.
Here's what I know:
Clearly you'd want to be able to see a list of your latest/current proposals, including which client, the status, some kind of progress indicator, maybe the next important deadline/date. You'd want to see high level proposal management tasks related to said list (which ones are waiting on followup from you, or the client)
What sort of high level financial info (total contract amount, number of contracts won versus lost) would you want to see on the dashboard?
ability to create or update proposals, to view detailed information about a given proposal or client, view more detailed tracking info (say proposals in last x time period).