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 pursuit score (win probability, expected value, confidence, and the factors behind it), the RFP analyzer, key dates, bid details, and — once resolved — the recorded outcome. |
| Team | Assign internal members to bid roles and invite external JV partners. |
| Milestones | Your team’s internal milestones with due dates and completion state — distinct from the authority’s official deadlines in the header. |
| Documents | A categorized document store: RFP documents, your submission, clarifications, and award/debrief material. |
| Notes | Timestamped, per-user collaborative notes. |
| Intelligence | A web-grounded AI dossier on the opportunity, plus focused deep dives. |
| 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 and decision panel appear so the team can capture a structured decision.
- The pursuit score explains the win probability with its contributing factors.
- The RFP analyzer lets an editor paste RFP text and have the system extract the scope, evaluation criteria, milestones, and key dates — which can then be added to the timeline.
- 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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