Overview
RFPs can be a time sink, we know. So we created a time-saving, user-friendly UI that allows you to upload an RFP spreadsheet as an Excel or CSV file in whatever format the customer uses. Instead of spending days reworking and pricing an RFP, a broker rep can upload it as it is and get accurate rates in minutes - and then export, edit, and re-upload if necessary, while keeping the original spreadsheet intact. You can even flag high-risk lanes by margin and confidence. The tab also keeps your RFPs nice and organized for quick status reviews.
You can find the RFP tab under the Pricing tab, which also includes quotes, pricing rules, and Sales Insights. Access to full functionality is controlled through a Keycloak role. Contact your Triumph Customer Success representative to enable access.
The RFP Process
Adding an RFP
Details and Upload
On the Pricing tab, go to the RFP tab:
Click Add new RFP:
In the detail window:
Give your RFP a clear, recognizable name
Fill in the name of the shipper and the contract dates
Select a flat or per-mile rate.
Select a currency (USD or CAD)
Select a rate basis (All-in or Linehaul only):
When you're finished, click Save.
To configure your fuel settings, click Configure and select a fuel index (national or regional). If the shipper uses a regional index, Intelligence will compare to prices near the pickup location.
Select a baseline cost, and a cent interval. When you're ready, click Save.
Review your RFP details, and if everything looks good, click Upload Round 1 File to upload your RFP.
Drag and drop your RFP file into the upload window, or click Click to Upload to select a file.
If your file contains multiple shippers, you'll see a window where you can select an origin or destination for each shipper.
Click Next to go on to column mapping.
Column Mapping
This is where you match columns from your spreadsheets to the fields Intelligence uses to get rates for RFPs.
Select whether to include a Fuel Breakout in your export:
Map data columns from your upload.
Fields from the shipper RFP will be auto-mapped to fields used by the Triumph system:
Where field titles don't match, you can select a corresponding field, so it's not a problem if the customer uses a different field title:
If any of the lanes are multi-stop, you can add more stops by clicking Intermediate Stop(s) at the top right and map those fields too:
If you need to add customer comments or other columns for the sake of context, click Add Context Column at the bottom of the screen. Information added here is just for the sake of context and will not be included in rate calculations.
Click Proceed.
On the Value Mapping page, assign values from your RFP to the ones the Triumph system uses, e.g. "Refrigerated truck" to "Reefer." Select the correct terms and click Apply Mapping.
Summary
Review and verify the information you've entered so far and click Proceed to move forward with editing your RFP.
Reviewing and Editing your RFP
The RFP Detail Page
The RFP detail page provides an overview of your RFP and allows team members quick access to the original raw data.
The detail page includes:
General information about your RFP, such as dates and fuel configuration:
A selector for viewing each round of the RFP:
All uploaded files:
Team members who are assigned to the RFP:
Editing Lanes and Margins
Review your lanes and make any necessary changes to prices or markups.
Editing Lane Data
To edit lane data, click Edit Lanes on the upper right. Click a field to edit a single lane, or select several lanes using the checkboxes on the left. When you're finished, click Apply Changes.
Changing the Sell Rate Baseline for Multiple Lanes
You can select a different rate type, such as the Verified Buy Rate or the Market Rate, to use for a pricing baseline. This gives you more control over your pricing. You can apply a different baseline to all lanes or only a few.
Select the lanes for which you want to change the baseline using the checkboxes on the left. This will bring up your edit buttons on the right.
Click Edit Sell Rate Baseline.
Select a new baseline for the lanes and click Save.
Changing the Margin for Multiple Lanes
Select the lanes for which you want to change the baseline using the checkboxes on the left. This will bring up your edit buttons on the right.
Click Edit Margin.
Enter your new margin % and click Save.
Adding External Vendor Rates
You can upload external pricing data from a vendor to your RFPs by clicking Add External Data on the upper right of the RFP page and uploading a CSV or Excel file.
Publishing and Submitting your Lanes
When your lanes look good, it's time to publish and finalize them. Publishing lanes locks in the price and allows you to export only published lanes when you export to RFP format (the format used by the shipper in the original upload).
Publishing Lanes
Select the lanes you want to publish to your RFP with the checkboxes on the left. Sometimes you may want to no-bid certain lanes. If you publish the lanes you want to bid, and export the RFP published lanes, the lanes that are unpublished will go back to the RFP as no-bids.
At the bottom right, click Publish:
Marking the RFP as Ready to Submit
When you've published your lanes and your RFP looks good, click Submit to Customer on the bottom right. This tells your teammates that the RFP is ready to send. Submit to shipper. The lanes of the round can no longer be edited, and the RFP then waits for the award to come back.
Marking the RFP as Submitted
Marking an RFP as submitted tells your team that you have completed it and sent it to the customer. To mark an RFP as submitted, click Submitted to Customer on the lower right.
Uploading an Edited RFP
If the customer returns the RFP for corrections, you don't have to edit every single lane. Once an RFP has been marked as submitted, you can upload a corrected version. Click Start next round on the bottom right, and follow the steps for uploading a new RFP.
Round 2 is now visible on its own tab:
Go to the RFP tab and find your RFP
Click the corresponding three-dot menu.
Select Upload Round [number]:
Follow the steps for uploading a new RFP.
Exporting an RFP
To export an RFP:
Click the drop-down menu on the top right and select a format for your export.
Triumph format exports all columns into an Excel file that uses our standard columns. This is good for editing and re-uploading.
RFP format exports to an Excel sheet that matches the formatting of your original upload, i.e. the RFP you received from the customer. RFP format allows you to include all lanes or published lanes only in your export. Sometimes you may want to no-bid certain lanes. If you publish the lanes you want to bid, and export the RFP published lanes, the lanes that are unpublished will go back to the RFP as no-bids.
Click Export.
Managing your RFPs on the RDP Tab
Status
You can track, download, and export your RFPs from the main RFP page.
The three-dot menu on the right lets you download or export an RFP.
Filters
You can filter your view of listed RFPs by status, customer, or assignee:
Adding an Award
Adding an award lets your team know that the RFP has been submitted to the customer and the customer has awarded you the contract. You can upload an award just as you did the original RFP.
Award Workflow
Uploading an Award
Click Add an Award.
Drag and drop your award
Map your fields just as you did with your original RFP.
Adding an Award Manually
Maybe there are only a few lanes on the RFP, and you prefer to add them manually. Here's how:
Click Add Award:
Click Manually add award:
Click Manual Entry to verify that you want to add the award manually.
For each lane, enter a status, awarded volume, awarded frequency, and price.
Click Save.
Metrics
Summary
The summary panel on the left shows an overview of your margin and margins from the general market:
Click any lane to view rates and trends for that particular lane, including market rates and min and max rates:
RFP Columns
Columns to adjust for RFP uploads |
|
Transport Type | Van, Reefer or Flatbed |
Loading Type | Live vs Drop |
Pickup ZIP | Pickup location ZIP |
Pickup City | Pickup location city |
Pickup State | Pickup location State |
Drop Zip | Dropoff location ZIP |
Drop City | Dropoff location city |
Drop State | Dropoff location state |
Commodity | A column for the associated commodity. Can affect pricing due to commodity based pricing rules. |
Weight | A column for the associated weight. Can affect pricing due to weight based pricing rules |
Load Volume | The volume given by the shipper associated with the lane |
Sell rate | The empty column that the shipper gives the broker to fill in with the agreed-on price |
Line Haul Only sell rate | The sell rate that can be selected when a shipper does not want fuel included |
Fuel Surcharge | The generated fuel response column based on the fuel calculator |
Distance | Mileage if given by the shipper |
Baselines |
|
Current Verified | Short term spot Model Verified rate |
Current Market | Short term spot model Market rate |
Avg Projected Verified | Average long term model Verified Rate throughout the length of the contract |
Avg Projected Market | Average long term model Market Rate throughout the length of the contract |
Projected Verified @ contract Start | Long term model Verified Rate at the starting month of the contract |
Projected Market @ Contract start | Long term model Market Rate at the starting month of the contract |
Projected Verified @ contract End | Long term model Verified Rate at the end month of the contract |
Projected Market @ Contract End | Long term model Verified Rate At the end month of the contract |
Max Projected Verified | Long term model Verified Rate highest priced month |
Max Projected market | Long term model Market Rate highest priced month |
Min Projected Verified | Long term model Verified Rate lowest priced month |
Min Projected market | Long term model Market Rate Lowest priced month |
Rows dropdown |
|
Error | The row cannot process because of an error in the input information |
Unpublished | Unpublished lanes (i.e. price is not locked in) |
Published | Published lanes (i.e. price is locked in |
High risk | Lane with less than a 5% margin on it. |
Additional Columns |
|
Origin 3D ZIP | Load origin three-digit ZIP |
Origin Country | Load origin country |
Dest 3D ZIP | Load destination 3-digit ZIP |
Dest Country | Load destination country |
Loading Type | Previously filled-in loading type (Drop-Live, etc.) |
Commodity | Commodity defined by the shipper's RFP; mapped in the mapping screen |
Load Volume | Volume defined by the shipper's RFP; mapped in the mapping screen |
Weight | Weight defined by the shipper's RFP; mapped in the mapping screen |
Distance | Miles of the lane |
Currency | USD or CAD |
Prev Round Match | Whether a previous round's pricing can be found on this lane for this RFP |
Prev Round Pricing | Previous round's pricing on the lane for this RFP |
Verified Confidence | Confidence score on the short-term Verified Rate |
Market Confidence | Confidence score on the short-term Market Rate |
Current Market Buy Rate | The current short-term model buy rate |
Avg Projected Verified | Average long-term model Verified Rate throughout the length of the contract |
Avg Projected Market | Average long-term model Market Rate throughout the length of the contract |
Projected Verified @ Contract Start | Long-term model Verified Rate at the beginning month of the contract |
Projected Market @ Contract Start | Long-term model Market Rate at the beginning month of the contract |
Projected Verified @ Contract End | Long-term model Verified Rate at the end month of the contract |
Projected Market @ Contract End | Long-term model Market Rate at the end month of the contract |
Max Projected Verified | Long-term model Verified Rate for the highest-priced month |
Max Projected Market | Long-term model Market Rate for the highest-priced month |
Min Projected Verified | Long-term model Verified Rate for the lowest-priced month |
Min Projected Market | Long-term model Market Rate for the lowest-priced month |
3M Buy Rate Zip-Zip | This zip lane's 3-month historical buy rate for the brokerage |
3M Sell Rate Zip-Zip | This zip lane's 3-month historical sell rate for the brokerage |
3M Buy Rate KMA-KMA | This KMA lane's 3-month historical buy rate for the brokerage |
3M Sell Rate KMA-KMA | This KMA lane's 3-month historical sell rate for the brokerage |
Headhaul 3M Volume | This lane's 3-month historical volume for the brokerage |
Headhaul 3M Bias | This lane's 3-month historical market bias for the brokerage (whether they are buying above or below market) |
Backhaul 3M Volume | Backhaul version of this lane's 3-month historical volume for the brokerage |
Backhaul 3M Bias | Backhaul version of this lane's 3-month historical market bias for the brokerage (whether they are buying above or below market) |
Fuel Index Type | Regional or national fuel levels |
Fuel Index Price | Current fuel rate for the given type |
Fuel Baseline | The fuel baseline defined in the fuel calculator in the wizard |
Cent Interval | The cent interval defined in the fuel calculator in the wizard |
Fuel RPM | The fuel rate per mile as defined by the fuel calculator in the wizard |
Fuel Flat | Fuel RPM multiplied by mileage |
Freight RPM | Rate per mile on freight only |
All-In RPM | Rate per mile on freight plus fuel |
PADD Region | The region that oil prices were pulled from for this lane's fuel calculation |
DOE Week | The week the oil prices were pulled for this fuel calculation |
Applied Margin Basis | The definition of linehaul-only or all-in application of margin |
Error | Whether there is an error with the input, and what the error is |
Pricing Rule | Whether combination or priority rules were applied to generate the margin percentage |
Metrics
Click any lane to see projections for the contract start and end date, a graph of price changes for the lane over time, and other details:
