Multi-Entity Management

Opt-In Feature

To configure Multi-Entity Management for your organization, contact your GovDash Account Manager or support@govdash.com to opt-in to the feature.

Overview

Multi-Entity Management lets your organization model its corporate hierarchy directly inside GovDash. Once your structure is defined, every part of the platform reflects it: opportunities are tagged to the right entity at intake, pipeline views filter by team or subsidiary, and reports can be scoped to a single division or rolled up to the parent level.

This feature is designed for:

• Alaskan Native Corporations (ANCs) and Native Hawaiian Organizations (NHOs) managing multiple 8(a) subsidiaries under a single corporate parent

• Multi-division prime contractors with separate BD accountability by business unit or vertical

• Any GovCon organization that tracks pipeline across more than one entity or reporting structure

How It Works

Multi-Entity Management works in three layers:

Setting Up Your Organizational Structure

Before using team filters or entity-level reports, set up your organization structure in the Corporate Relationships diagram. This is the foundational step that shapes how teams and business units operate across the entire platform.

Note

GovDash supports any hierarchy depth. An ANC with six 8(a) subsidiaries can add all six under the parent, and each subsidiary can have its own sub-teams below it.

1. Provide Us With Your Organizational Structure

   Share your parent organization and any relevant subsidiaries or divisions with your account manager or support@govdash.com. Our team will configure your structure in GovDash for you, ensuring everything is set up correctly and ready to use.
   

2. Classify Entities with Labels

   Add labels to each entity for a visual view in the hierarchy chart. Examples: 'Defense Unit', 'West Coast', 'Cyber Practice'.
   

3. Assign Team Members to Each Entity

   Add the appropriate users to each entity if not already done. Users assigned to a subsidiary see that subsidiary's pipeline by default. See Roles for more information.

Note On Permissions

Access levels are additive. A user assigned to two subsidiaries sees both. A parent-level user sees all entities in the organization.

Filtering the Pipeline by Entity

Once your org structure is set up, the pipeline view reflects it through the Team filter. Each subsidiary or division appears as a named team in the filter dropdown, so you can isolate any entity's opportunities in one click.

1. Navigate to the Pipeline

Go to the Pipeline view from the main navigation. By default, you see all opportunities across your organization.

2. Open the Team Filter

In the pipeline toolbar, click the Team filter. A dropdown appears listing all subsidiaries, divisions, and business units that have been configured in your org structure. Each entity is listed by the name you assigned it in the Corporate Relationships diagram.

3. Select the Entity You Want to View

Click on a team or subsidiary to filter the pipeline to that entity. The board updates to show only the opportunities tagged to that entity, including counts, total value, and stage distribution. This view makes it clear what that entity is pursuing and where each deal stands.

Tip

Multiple entities can be selected at once. To compare two subsidiaries side by side, select both in the filter and the pipeline will show opportunities from both.

4. Review the Filtered Board

With a team selected, the pipeline board shows only that entity's opportunities across all stages: Analysis, Intel, Solution, Ready for Proposal, and beyond. Counts and dollar values at the top of each stage column reflect only the selected entity. This is the view division BD leads work from day to day.

5. Identify and Resolve Duplicate Pursuits

When multiple entities are selected in the filter, GovDash surfaces opportunities where two subsidiaries are pursuing the same contract. These appear as flagged duplicates in the board. Review them with your team to assign ownership to one entity before both invest capture resources. Furthermore, you can enable the following toggle to only display opportunities that are shared amongst subsidiaries:

Reporting by Entity

GovDash reports reflect your entity structure. You can generate a report scoped to a single subsidiary or division, or roll up to the parent level for a consolidated view across all entities.

1. Open Reports

Navigate to the Reports section from the main navigation. Reports are organized by type: pipeline summary, win rate, stage velocity, and others depending on your account configuration.

2. Filter by Entity

In any report, use the entity or team filter to scope the data to a specific subsidiary or division. The report recalculates instantly to show only that entity's opportunities, wins, losses, and pipeline health. Division BD leads use this view to track performance against their own targets.

3. Roll-Up to the parent level

To see a consolidated view across all entities, clear the entity filter or select the parent organization. The rollup view aggregates pipeline, win rate, and stage data from all subsidiaries into a single report. This is the view BD directors and executive leadership use for board-level reporting and planning.

Tip

Roll-up reports pull live data. There is no manual export or reconciliation step required. When a subsidiary updates an opportunity, the parent roll-up reflects it immediately.

4. Use Reports Across the Full Lifecycle

Multi-Entity Management runs across all GovDash modules: Capture, Pricer, Proposal, and Contracts. Reports in each module respect the same entity filter, so you can compare subsidiary performance at any stage of the BD lifecycle, not just in the pipeline view. You can customize reporting views and what widgets you want displayed.