Capture Cloud, Pipeline, and Dash

This session is designed to help your team understand how to execute a high-quality capture process using GovDash. It outlines each phase of capture, how to operationalize it in GovDash, and which tools and features to use to streamline and document your work.

Preparation Recommendations

• Identify core aspects of your capture workflow so we can show your team how you can leverage GovDash to enhance those workflows.

• Focus on outstanding action items from our previous sessions.

Session Agenda

• Monitor new opportunities in real time without manual searching.

• Prioritize and pursue opportunities that align with your company’s capabilities.

• Gain a competitive advantage by starting capture and proposal activities sooner.

• Reduce the risk of missing out on relevant solicitations.

• Use Bid Match to discover opportunities based on your past performance and your tailored search criteria.

• Add Saved Searches to find opportunities to meet your custom search needs.  

• Bookmark or add promising opportunities directly to the Pipeline with one click, ensuring all leads were tracked from discovery through submission.

• Track all incoming leads in the Pipeline Kanban or Table view.

• Seamless Data Alignment: GovDash automatically syncs opportunities from Salesforce, ensuring both sales and capture teams work from a single, up-to-date source.

• Reduced Manual Entry: Automated and one-time sync options minimize manual data entry, saving time and reducing errors.

• Consistent Opportunity Tracking: Ongoing synchronization keeps opportunity stages consistent across both platforms, supporting better collaboration and decision-making.

• Streamlined Proposal Development: Once opportunities are in GovDash, use the Proposal Cloud and Word Assistant to simplify proposal creation, content drafting, and formatting.

• Dash can scan the page and help you identify the top most relevant opportunity.

• Asking Dash questions about the opportunity and the type of work it entails.

• Centralize all opportunities in the Pipeline workspace, using Kanban or Table view to visualize each opportunity’s stage and status.

• Assign team roles and responsibilities directly within each opportunity to clarify ownership and streamline collaboration.

• Update opportunity details, capture notes, and key documents in real time to keep all stakeholders informed and aligned.

• Use Capture Progress indicators to quickly assess readiness and identify bottlenecks or areas needing attention.

• Leverage built-in filters and search tools to prioritize high-value opportunities and monitor deadlines.

• Schedule and document Gate Reviews within the Pipeline to support structured decision-making and executive oversight.

• Encourage your team to upload all relevant intel, meeting notes, and supporting materials under each opportunity for a comprehensive, auditable record.

• Opportunity Phases: The pipeline is organized into customizable phases (e.g., Identification, Qualification, Proposal) that reflect your team’s workflow. You can move opportunities through these phases as they progress, ensuring clear visibility and accountability at every step.

• Opportunity Record: Each opportunity is represented as a card containing key details such as client, value, status, deadlines, and assigned team members. Clicking on a card reveals deeper insights and related documents.

• Custom Fields: GovDash allows you to add custom fields to each opportunity, enabling you to track any information relevant to your team, such as contract type, risk level, teaming partners, or internal notes. This flexibility ensures the pipeline adapts to your unique processes.

• Add Opportunities: Quickly create new opportunities from Bid Match automatically or manually and input essential details. Assign owners, set deadlines, and attach relevant documents.

• Customize Fields: Tailor the pipeline to your needs by adding custom fields. For example, you can track proposal status, compliance requirements, or customer points of contact.

• Move Opportunities: Drag and drop opportunities between stages as they progress, providing a real-time snapshot of your pipeline health.

• Filter and Sort: Use custom filters to view opportunities by any field, such as stage, value, agency, or custom tags. This makes it easy to focus on high-priority items or generate reports for leadership.

• Collaborate: Assign tasks, leave comments, and share updates directly within each opportunity, keeping your team aligned and informed.

• Centralized Tracking: All opportunities and related data are stored in one place, reducing information silos and missed deadlines.

• Customizable Workflow: The ability to add custom fields and filters means the pipeline fits your team’s exact needs, not the other way around.

• Enhanced Visibility: Real-time updates and filtering provide instant insight into pipeline status, bottlenecks, and upcoming deadlines.

• Improved Collaboration: Built-in communication tools streamline teamwork and ensure everyone is on the same page.

• Data-Driven Decisions: With all opportunity data at your fingertips, you can analyze trends, forecast revenue, and make informed strategic decisions.

• Use Capture Questions (Intel and Analysis phases) to input findings about customer pain points, budget intel, and competitor positions.

• Upload the Solicitation Documents to the opportunity.

• Utilize Capability Matrices to see where your capabilities align with the opportunity or where you may have gaps.

• Dash can search the internet to search for incumbents, relevant news articles, and help you identify potential teaming partners.

• Dash can also help you run Gap Analysis, put together information for Proposal Kickoff Slides, answer questions across solicitation documents, and help you quickly slice through hundreds of pages of information.

• Upload summaries of conversations or slide decks to the Documents tab, and add to the Activity Tab on the opportunity record to keep track of all customer interactions and reference key discussion points.

• Use the Solution Tab to add win themes or proof points that are developed based on customer conversations, ensuring your proposal aligns with the customer’s priorities.

• Record insights as part of your Capture Questions (Stakeholders, Requirements, Motivation) to track important information about customer decision-makers, their requirements, and what motivates their procurement decisions.

• Search the web to identify who might be attending various industry events.

• Identifying potential key partnerships and PoCs.

• Identifying trends in the industry to stay on top of.

• Better understanding the customers needs.

• Add SWOT analyses and competitor insights to the Capture Questions under the Analysis section to document your findings and inform your capture strategy.

• Upload slides or competitor writeups to the Documents tab to maintain a centralized record of all competitive assessment materials for easy reference and team collaboration.

• Putting together SWOT Analysis.

• Running Gap Analysis.

• Identifying potential competitors and their strengths and weaknesses.

• Putting together win strategies and themes.

• Identifying compliance and requirements risks.

1. Fill out the Solution Tab with your solution’s themes, anticipated benefits, and any identified risks to provide evaluators with a clear, organized summary of your approach.

2. Add teaming partner bios and capabilities to the teaming partner question under Solution → General tab to document the expertise and value each partner brings, supporting a strong, credible teaming strategy.

• Dash can help you define your technical solution and your approach.

• Recommend Key Personnel.

• Identifying potential teaming partners and their fit on your team.

• Creating and responding to Data Calls.

• Use the Gate Review feature to launch phase reviews directly from the opportunity, enabling structured and consistent decision-making.

• Assign reviewers, collect comments, and track approvals to ensure all stakeholders are engaged and that feedback is documented and actionable.

• Automatically generate gate review presentations for leadership, providing clear, organized summaries to support informed executive decisions.

• Pull information from Past Performance.

• Helping you plan at each gate stage.

• Identifying potential gaps.

• Click Start Proposal to move the opportunity into the Proposal Cloud.

• All Capture Questions and Solution content are automatically included to better inform GovDash when generating the first proposal draft.

• Capture and Solution data

• Solicitation Documents

• GovDash links each proposal to its capture record, preserving all recorded information

• Keeping your Contract Cloud updated ensures that your team has access to the most current contract information, which supports accurate opportunity matching and effective solution development.

• Using the Pipeline as your central workspace allows for streamlined tracking of capture progress and clear assignment of team roles, promoting collaboration and accountability throughout the pursuit lifecycle.

• Encouraging team members to upload all intelligence and meeting notes under each opportunity centralizes critical information, enhances knowledge sharing, and supports informed decision-making.

• Utilizing Capture Progress indicators provides a quick, visual assessment of each opportunity’s readiness, enabling your team to prioritize actions and allocate resources efficiently.

• Leveraging Gate Reviews facilitates structured decision-making and provides executive visibility, ensuring that key stakeholders are engaged and that opportunities advance based on informed, strategic evaluations.

Session 3 Knowledge Check

Effectively utilize Bid Match

• How GovDash leverages your Past Performance to pull relevant opportunities.

• How to create and manage saved searches.

Adding opportunities to the Pipeline

• Manual, bulk, and via Bid Match.

How to effectively leverage the GovDash Pipeline

• Manage members, opportunity participants, and notifications.

• Create and manage custom fields.

• Take notes, track tasks, and use the Activity tab.

• Run Capability Matrices and Shreds.

• Manage capture within the GovDash phases.

How to effectively manage your Capture workflows with Dash

• Search solicitation documents, the Data Library, Contract Inventory, and the web for competitive intelligence.

• Use Deep Research for deeper background insights.

• Generate documents, proposal kickoff content, and competitive positioning analysis.

• Conduct capture reviews and respond to/create data calls.

How to transition your work seamlessly from the Pipeline to the Proposal Cloud

Looking Ahead: Session 4 - Proposal Cloud Deep Dive and Test Proposal Session

Preparation Recommendations

• Ensure that you have sent your Onboarding Specialist your test proposal if you have not already (Please ensure your Onboarding Specialist has this at least 48 hours prior to our next session together).

• Ensure that your proposal team members are invited to our scheduled session.

• Focus on outstanding actions items from previous onboarding sessions.

What to expect in Session 4

During our next session, we will cover the proposal cloud in detail as well as walk through your test proposal together. By the end of our next session, you will be able to see how to set up your Blue Team in GovDash, how to create a Pink Team Draft Proposal, and how to use the Word Assistant throughout your review and recovery process.

Session 4 Knowledge Check

Starting & Planning a Proposal

• Begin from the Capture Cloud or Proposal Cloud

• Understand the proposal process and workflow

• Create compliance matrices, annotated outlines, and citations to ensure compliance

• Leverage Capture Data, Writing Plans, and Focus Documents for targeted, informed outputs

Content Creation & Refinement

• Generate and refine proposal content before Pink Team draft

• Use the Solution Tab, tips, and best practices for effective content generation

• Export drafts to Word and use the Word Assistant for review and recovery

• Apply Power Actions, adjudicate comments, and integrate web-sourced information

Submission & Tracking

• Upload the final proposal and close out the opportunity

• Use the Lifecycle Tab to monitor opportunity status

• Track progress and performance via the Reporting Center