Create and Manage Search Profiles

Overview

Search profiles in Discover let you save filters and profile criteria that describe the opportunities you care about, and switch between them in a click. Each profile criterion has a mode: MUST MATCH, MUST NOT or PREFERRED, so you control whether a criterion filters, excludes or simply boosts results. GovDash makes it easy to create, manage and switch between profiles, and even control which profile powers your team’s email digest.

Creating and Managing Search Profiles

Default Profile

Every GovDash team has a default profile that contains the NAICS and PSC codes that we use to provide you with relevant results, based on the past performance that you've uploaded to GovDash. This profile is continually updated based on the documentation that you upload.

To see this profile, click Select a Profile header control at the top of Discover, and click Past Performance from the profile list.

Past Performance Profile Note

The default saved search filters cannot be edited, these are entirely based on your uploaded contracts.

Creating New Profiles

To create a new profile, first build your search using the Filters menu at the top of Discover: add keywords under Terms, plus NAICS, PSC, Organization, Set Aside, Location, Notice Type and more. Each filter you add appears as a chip above your results. Then click the Save drop-down at the top of the page and choose Create new profile.

In the Create Profile dialog, enter a Profile Name (for example, IT Services), optionally turn on Set as my team’s default under Default Profile, and click Create. Your current filters and their modes are saved into the new profile, which becomes your active profile.

After creating a profile, open the profile header control to fine-tune its settings, including Min Days Until Due, which hides opportunities due sooner than the number of days you enter (see Profile settings below).

Setting your search as the default controls which saved profile will be the basis for your weekly email digest of opportunities that get sent to your team.

Notification Settings

To learn more about how to control these notifications, check out our article here.

Profile Criteria Modes: MUST MATCH, MUST NOT and PREFERRED

Each filter or criterion in a profile has a mode that tells GovDash how to use it:

• MUST MATCH: Only shows opportunities that match the criterion.

• MUST NOT: Removes opportunities that match the criterion.

• PREFERRED: Moves matching opportunities higher in the results without removing other opportunities.

Filters added from the Filters menu start as MUST MATCH. To change a filter’s mode, open the filter chip or its menu in the profile panel, select Move to…, and choose MUST MATCH, MUST NOT, or PREFERRED.

Quick tip for keywords: Under Terms, enter a minus sign before a word, such as -training, to add it as MUST NOT. Use quotation marks around a phrase for an exact match.

Managing Profiles

To manage all of your team’s profiles in one place, click Manage Profiles in the top-right of Discover.

From this page, you can fully adjust your saved profile settings, criteria, and notifications.

Using Search Profiles

Your active profile is shown in the profile header control at the top of Discover (Profile: Search profile title), together with counts for its MUST MATCH, MUST NOT and PREFERRED criteria. To switch profiles, click the header control, click Switch Profile, and pick a profile from the Select Profile list (or No profile to search without one). Your profile’s criteria are applied to the search immediately.

To review your profile’s saved criteria, click the profile header control. The panel lists every profile criterion grouped by MUST MATCH, MUST NOT and PREFERRED, alongside the profile’s settings.

Opportunity Matching

GovDash will provide you with an indicator detailing the level of match the opportunity has to your selected profile, as shown below. By hovering over the assigned score, more details will be provided as to how the score was assigned.

Updating Search Profiles

Add or change filters from the Filters menu or the chips above your results, then click Save → Save to this profile. To edit profile criteria directly, open the profile header control and use each profile criterion’s menu to Move to… another mode or Remove it. When you change the profile from the panel, a Profile updated. Results may be outdated. banner appears: click Refresh results to see the updated list.

This will update the profile and the changes will be reflected when you use the saved profile again.

Managing Discover Notification Schedules

You can adjust the notification schedules per Search Profile, allowing you to subscribe to notifications per profile instead of just your default search profile.

Click Manage profiles in the top-right of Discover to manage your profiles and their notifications.

Using the notification bell icon in the bottom right of your profile, you can adjust the interval, time of day you receive the notification, and method of delivery (email, in-app notification).

When your notifications are enabled for a profile, you will see the indicator on the notification bell on the card, as well as the Enabled state in the description.

Are notifications per member or for everyone on my team?

Your notification preferences on the search profiles are only applied to you, meaning that each member of your team can have unique notifications set up for your shared search profiles!