Capability Matrices

Before you begin…

In order to get the best results using capability matrices within GovDash, please ensure:

• Your opportunity within the Pipeline has a PWS or SOW document that contains task areas uploaded to the Documents tab, or provided by SAM.gov if added from our Bid Match

• Your Contract Cloud inventory has been updated with your past performances

Overview

Creating capability matrices within GovDash automates long and tedious processes like shredding documents, digging through your past performance, and aligning your capabilities to task areas. Using GovDash, you can automate this entire process within minutes, providing you with relevancy scores, contract relevancy with details pulled right from your contracts, all in an easy to navigate interface.

Generating a Capabilities Matrix

Once you have your opportunity you’d like to generate your matrix for within your Pipeline (complete with uploaded documents), select the opportunity and click the Capabilities tab. To automatically generate the matrix, click the Generate Capability Matrix button, as shown below, and then confirm with Generate Matrix on the following prompt.

GovDash will begin generating your matrix and provide you with a progress bar indicating its current status. Once completed, you GovDash will provide you with a list of task areas that were pulled from the PWS/SOW, a match score based on your capabilities/past performance within the Contract Cloud, and a list of your relevant contracts with relevant excerpts and an assigned match score.

Relevancy Scores

Each task area is assigned a relevancy score, which is assigned based on your contract inventory’s relevance to the task area. You can view your contracts that were used to determine the relevancy score for the specific task area by clicking View Relevance.

Your contracts will be displayed with a score for each contract with relevant details surfaced to provide you with the exact context that was used to assign the score. An overall score is provided at the top indicating your highest scored contract relevancy score.

Manually Adding/Editing Task Areas

If you’re not seeing a specific task area from the document, or would like to create your own matrix, you can manually add task areas by clicking +Add Task Areas Manually instead of automatically generating a matrix, or +Task Areas once your matrix has been generated.

Once you’ve entered your task area title and description, click Save Task Area to save. You can add additional task areas at once by clicking +Add Task Area, or Submit when you’re finished.

To edit any task area, simply click the three-dot Action menu on the right-hand side, click Edit Task Area from the menu, and make your edits.

Dashboard Options

Along the top of the matrix view, you have several options:

1. Export allows you to export your capability matrix and task areas to Excel/spreadsheet format

2. You can filter your task areas by relevancy using the Aggregate Match drop down

3. Add new task areas using the Task Areas button

4. You can regenerate your capability matrix by clicking Generate

5. Bulk deletion options are available from the Delete drop down