Pipeline Analytics3 min interactive demoArcade Interactive Walkthrough
Set Financial Objectives for Your Bidding Strategy
Align your Upwork bidding volume with your monthly revenue goals. RealBids automatically calculates your target pipeline cushion to offset standard closing ratios.
Dynamic Monthly Target MRR Calculator
Optimal Total Contract Value (TCV) Target
Pipeline Buffer Gauge with Star Priority Indicator
Interactive Walkthrough: Set Financial Objectives for Your Bidding Strategy
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Step-by-Step Instructions
1
Navigate to Bid Strategy & Objectives
Open the 'Bid Strategy' page or click 'Set Objectives' from the Overview dashboard.
2
Define Target Monthly Revenue (MRR)
Enter your desired monthly income target (e.g. $5,000/mo, $10,000/mo, or $20,000/mo).
3
Set Monthly Jobs/Contracts Target
Specify how many active client engagements you plan to balance simultaneously.
4
Review Calculated Strategic Metrics
RealBids calculates your target Total Contract Value (TCV) and active pipeline buffer requirements.
5
Save & Track Pipeline Health
Your dashboard widgets will now dynamically track whether your current live proposal pipeline is sufficient to hit your revenue goal.
Strategic Pro-Tips
Pro Tip #1
Targeting higher contract values reduces the total number of proposals required to hit your monthly revenue target.
Pro Tip #2
The 'Star' indicator in your job stream highlights incoming jobs whose value falls within 25% of your optimal Total Contract Value (TCV).
Pro Tip #3
Regularly review your pipeline health metric to ensure your active funnel stays cushioned against closing variance.
Previous Tutorial
Connect RealBids to Slack for Instant Mobile & Desktop Job Alerts