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Viewing and Downloading Match Data
Heather avatar
Written by Heather
Updated over 4 months ago

On the Dashboard and RFP Stats, at the bottom of the page, you will see a new tab:

A close up of the By Company, By User, By Matched Tabs

Clicking on "By Matched" will give you a total number of matches and a click-through list of each vendor who was matched to your institution's RFP(s). This feature is available both in aggregate form on the main Dashboard as well as on each individual RFP's "Stats" page.

In addition, the report generated by clicking the "Download Stats" button at the very bottom of either the aggregate or the individual RFP pages now includes the match data as well!

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Please note: When you are downloading these stats from each individual RFP’s stats page, please make sure you are selecting the “XLS” option and not “CSV”. XLS ensures that the data is compressed in one easy to view/sort document for your convenience.

When the report is downloaded, simply click on the second tab at the bottom of the to view this information:

Aggregate:

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Individual:

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The matched tab includes the following sortable columns:

Matched Company Name

Date Matched

Address 1

Address 2

City

State

Zip code

(The Aggregate report from the main Dashboard will also include the name of the RFP to which the vendor was matched.)


For understanding the breakdown of the Conversion Funnel and RFP Stats see the following Help Article: https://intercom.help/avisare/en/articles/9124047-conversion-funnel-breakdown

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