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 Phases and Submission Stages
An opportunity record contains two fields that users should familiarize themselves with:
Submission Stage
Capture Phase
Submission Stages includes the following stages:
Submitted
In Evaluation
Cancelled
No Bid
Won
Lost
Capture Phases will include the following by default:
Analysis
Intel
Solution
Ready for Proposal
Active Proposal
Capture phases can be configured through Capture Settings 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).
When a new opportunity is added to your Pipeline, the Capture Phase that is assigned will by default be the beginning phase of your Pipeline (i.e. Analysis). When manually adding opportunities, you can choose where these opportunities land.
In the Capture Pipeline, only opportunities without a submission stage set are displayed. Opportunities with 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).