Skip to Content
How it worksOpportunity workspace

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

TabWhat it holds
OverviewThe 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.
DocumentsA categorized document store: RFP documents, your submission, clarifications, and award/debrief material.
NotesTimestamped, per-user collaborative notes.
TeamAssign internal members to bid roles and invite external JV partners.
Competitive EdgeCapability match — ranking your references and personnel against the requirement — alongside a web-grounded AI dossier on the opportunity and focused deep dives.
OutcomeRecord the result (won or lost), award value, the winner, the loss reason, and lessons learned.
ActivityA 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 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 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 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.
Last updated on