GovDash tracks opportunities end to end, encompassing the entire contracting lifecycle. We use two fields to determine the state of a given opportunity, and understanding this makes locating and reasoning about opportunities even easier.
Understanding Opportunities Data Model
An opportunity record contains two fields that users should familiarize themselves with:
Submission Stage
Capture Phase
Submission Stages includes the following states:
Not Submitted
In Evaluation
Cancelled
No Bid
Won
Lost
Capture Phases will include the following by default:
Analysis
Intel
Solution
Ready for Proposal
Capture phases can be configured by request or through your Salesforce integration, so this list may differ slightly with what is visible from your Pipeline. Submission stages cannot be configured and are preset to the states listed above.
How does Submission Stage and Capture Phase differ?
Submission stages indicate your opportunity outcomes (i.e. No Bid, Lost) and current status (i.e. In Evaluation, or Submitted), while capture phases indicate where an opportunity lies in your capture process (i.e. Analysis, Intel, Solution).
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When a new opportunity is added to your Pipeline, it initially enters the Not Submitted submission stage, indicating that it is yet to be officially submitted. The Capture Phase that is assigned will by default be the beginning phase of your Pipeline (i.e. Analysis).
In the Capture Pipeline, only opportunities at the Not Submitted submission stage are displayed. Other submission stages are accessible via the Archive or Lifecycle pages. The Capture Pipeline displays opportunities based on their current Capture Phase (i.e. Analysis, Intel).
However, there is an exception. The Active Proposal Kanban column is not classified as a Capture Phase. This column serves as a unique designation where any opportunity with an attached proposal/proposal draft will appear. To remove an opportunity from this column, the respective team must delete the proposal tied to it.
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It is important to note that Active Proposal does not appear in the Table view of opportunities, where only the Capture Phases are displayed. Furthermore, the Capture Phase badge on the opportunity detail page does not reference Active Proposal but instead reflects the respective Capture Phase it was generated from.
Conclusion
Understanding the structure and flow of these stages is essential for efficient workflow management. By grasping how Submission Stages and Capture Phases operate within the Pipeline feature, users can better navigate and utilize the system until more user-friendly enhancements are implemented.