Opportunity workspace
Opening an opportunity takes you to its workspace — the place where all the work on a single bid happens. A sticky header keeps the essentials in view (title, authority, deadlines, status), and the work is organized into tabs.
The tabs
| Tab | What it holds |
|---|---|
| Overview | The command center: Go/No-Go advice and the decision panel, the RFx analyzer, the pursuit score (win probability, expected value, confidence, and the factors behind it), the milestone tracker, the submission checklist, key dates, bid details, and — once resolved — the recorded outcome. |
| Documents | A categorized document store: RFP documents, your submission, clarifications, and award/debrief material. |
| Notes | Timestamped, per-user collaborative notes. |
| Team | Assign internal members to bid roles and invite external JV partners. |
| Competitive Edge | Capability match (ranking your references and personnel against the requirement) alongside a web-grounded AI dossier on the opportunity and focused deep dives. When the bid has a saved RFx analysis, both are informed by its scope and evaluation criteria. |
| Outcome | Record the result (won or lost), award value, the winner, the loss reason, and lessons learned. |
| Activity | A log of everything that has happened on the bid: status changes, team edits, document changes, notes, and the recorded outcome. |
Overview in detail
The Overview tab adapts to where the opportunity is in its lifecycle:
- When the opportunity is at Go / No-Go, the AI advisory (run by the Advisor agent) and decision panel appear so the team can capture a structured decision.
- The pursuit score explains the win probability with its contributing factors.
- The RFx analyzer, run by the Analyst agent, lets an editor paste text, upload,
or drag-and-drop a tender document (PDF, Word
.docx, or plain text, up to roughly 128k tokens). The system extracts the scope, evaluation criteria, milestones, key dates, and a checklist of the documents required for the submission. Milestones can be added to the timeline, and the document checklist can be saved to the submission checklist below. The analysis is saved with the bid: it is shown again whenever you return (with the date, the model, and the file it came from), and anything you already added to the timeline or checklist is not offered twice. Editors can re-analyze with new documents, which replaces the saved analysis. Accepting skips milestones and documents that are already on the bid (matched by name, ignoring case and punctuation, and for milestones also by date), so re-analyzing a document does not duplicate them. A milestone whose date changed is added as a new one, so you can see the change. Viewers can read the saved analysis but only editors can create or replace it. It also feeds the Competitive Edge tab, where capability match and bid intelligence use its scope and evaluation criteria. - The submission checklist tracks every document the bid must include. Items extracted by the RFx analyzer land here, and the team can tick each one off as it is collected or add missing documents by hand.
- Once the bid is resolved, the outcome section shows the win/loss badge, award value, winner, loss reason, and lessons learned.
Documents
Documents are organized into four categories so the right material is easy to find:
- RFP documents — what the authority published.
- Our submission — what we sent.
- Clarifications — Q&A and addenda during the tender.
- Award / debrief — outcome paperwork and feedback.
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