What you are chasing, who is carrying it, what happens next and what it is worth
Track a notice or a recompete from its page and it becomes a pursuit. Work that is not on SAM.gov, such as a prime's request for a quote or a commercial job, goes in by hand. A pursuit has a stage, an owner, a next action with a date, a value and a chance of winning. The Pipeline screen reads all of them as a list, a board or a forecast, and the Tasks and calendar screen puts every date you are tracking in one place.
One list of pursuits, drawn three ways
Six stages: tracking, pursuing, submitted, won, lost and no bid. Every pursuit carries who owns it, the next action and the day it is due, your notes, and a value. The value is your own estimate first, then what you bid, then the published figure, and the screen says which of the three it is showing.
The list is a card for each pursuit, filtered by stage and by owner. The board is a column for each stage, and a pursuit moves with the control on its card or by dragging it. The forecast multiplies each value by your chance of winning and adds the weighted value up by the quarter the award is expected in and by owner. It also lists the pursuits it could not weigh, because a forecast that quietly drops what it cannot place reads as a smaller pipeline.
Marking a pursuit won or lost asks why and what the two prices were, which is what feeds win and loss.
- Track from any notice or award page
- An owner, a next action, a value and a chance of winning on every pursuit
- A board by stage, with the value in each column
- A weighted forecast by quarter and by owner, and who is carrying how much
- Notes save as you type and stay on your account
- Exports to Excel and CSV, and prints
The tasks, the reviews and everything the pursuit links to
Open a pursuit and it has a page of its own. The top of it is the pursuit: the owner, the next action, the value, the chance of winning, whether you are the prime or a subcontractor, and the days you expect the solicitation and the award.
Under that is the work. Tasks, each with an owner and a due date. Gate reviews, each with a decision of go, no-go or hold and the reason. A go moves the pursuit forward and a no-go settles it as no bid. Color-team reviews, from blue team to white glove, each with a date, the reviewers and what they found. And a bid or no bid card that asks you the same questions the record is scored on and sets your answers beside it, with the lines where the two disagree marked.
The page links to what the pursuit has collected: its capture plan, its bid worksheet, its compliance matrix and, once it is won, its contract. A worksheet or a contract started from here knows which pursuit it belongs to.
- Tasks with an owner and a date, and your open tasks listed on the Pipeline screen
- Gate reviews: go, no-go or hold, with why
- Seven color-team reviews, with reviewers and findings
- Your own bid or no bid answers beside the score from the record
- Links to the capture plan, the bid worksheet, the matrix and the contract
a score with no reasons is a horoscope
This week: what to do in the next seven days
The Today screen has a part called This week. It is a ranked list of at most seven things to do in the next seven days.
It is made from the dated steps on your pipeline, notices closing, your tasks, watched contracts crossing twelve, nine, six and three months from their end, and sources sought response dates.
The same list is the first part of the weekly mail.
Every date you are tracking, on one screen
The Tasks and calendar screen is a month and an agenda of the same dates. It holds the account's own work: response deadlines and contract end dates on your pursuits, next actions, tasks, gate and color-team reviews, the days you expect a solicitation and an award, the question cut-off and site visit read out of a solicitation, the dates on your contracts, and the day your SAM registration expires. It also holds what you personally watch: deadlines on watched notices, recompetes ending in your codes, comment periods closing on rules tagged to those codes, grant opportunities closing and vehicles ending.
Filter it by kind of date. On an account with more than one person, switch between everyone and your own. Every row says what it is, links to where it lives, and names who owns it. The month exports to Excel and CSV and prints.
- Pursuit deadlines, actions and tasks, gates and reviews, expected dates
- Contract dates: period ends, option decisions, deliverables, reports and invoices due
- Your company: registration and dated readiness answers
- Your watchlist: notices, recompetes, comment periods, grants and vehicles
The calendar feed: the same dates, in your own calendar program
Users and billing carries a private calendar address for you. Subscribe to it in Google Calendar, Outlook or Apple Calendar and the dates appear there, from two weeks back to a year ahead. The screen and the feed read one list, so a date on one is on the other. Each event links back to the record.
The address is a secret. Anyone who has it can read the feed, so treat it like a password.
Pipeline to your CRM: each change sent to your own system
Settings has a card called Pipeline to your CRM. Give it one address and each change to a pursuit is sent there as it happens: a pursuit added, a change to its stage, value, due date or owner, a win, a loss, a no bid, or a pursuit removed. The address can be any service that can receive a web request, or a connector such as Zapier or Make, so the pipeline you keep here can feed the system your company already runs on.
Only the pursuit and the identifiers of the federal record it is tied to are sent. Your notes, your documents, what you bid and what you pay people are left out of it. Every call is signed with a secret that is shown to you once, so your system can check that a call is ours. The card lists the last deliveries with what your system answered. A call that is not accepted is sent again later, several times, before it is given up. Send a test is one call, made when you press it.
The owner or a manager of the account sets the address. It comes with the Capture and Enterprise plans, the plans that include API and webhooks.
Where it stops
The feed is read by your calendar program on its own schedule. A deadline the buyer moved after its last read shows the old date there until the next one. The Tasks and calendar screen and the notice page always have the current date. The pipeline does not write the proposal. It is the list of what you are working on, next to the record that says whether it is worth working on.
Where it is in the app
Tasks and calendar and Pipeline, under Capture in the menu. Capture, one of the eight parts of LastAwarded, is where you decide what to pursue and win it.
Related
- Capture plansWhether a pursuit is worth your month.
- Bid worksheetPrice the pursuit, from its own page.
- Contract ledgerWhere a won pursuit goes next.
- AlertsEmail digests on the same watchlist.
- Recompete strategyThe twelve months before the end date.
See who was last awarded in your NAICS
Every code, every buying office, every vendor and every recompete, organized from the federal record and read nightly. Start on one code with no card. A plan opens every code.
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