--- title: "Opportunity Overview" slug: "opportunity-overview" updated: 2026-10-30T18:33:39Z published: 2026-10-30T18:33:39Z canonical: "support.govdash.com/opportunity-overview" --- > ## Documentation Index > Fetch the complete documentation index at: https://support.govdash.com/llms.txt > Use this file to discover all available pages before exploring further. # Opportunity Overview ## Overview The **Overview** tab is the first page you see when you open an opportunity. It puts the opportunity's key details, capture progress, PWin scores, documents, people and activity on one page, so you can see where a pursuit stands at a glance and update it without opening every tab. The page is made of cards. Your team's overview template decides which cards show, how big they are and where they sit, so your Overview may look a little different from the screenshots here. Click through the interactive walkthrough below to see how the **Overview** tab works, or read the sections below. [Interactive walkthrough: Opportunity Overview](https://govdash.navattic.com/x4gd0s94) --- ## Opening the Overview Tab 1. Click **Capture** in the left-hand navigation menu, then open an opportunity from your **Pipeline**. 2. The opportunity opens on the **Overview** tab. To come back to it from another tab, click **Overview** under **OPPORTUNITY**. The main column holds the field cards and the larger widgets. The column on the right holds smaller cards like **Members**, **Contacts** and **Related Opportunities**. ![Opportunity Overview tab with the Overview tab and Overview dropdown highlighted](https://cdn.us.document360.io/104c3542-bffe-46a6-901f-aa7a848851a4/Images/Documentation/ov_page.png) --- ## Opportunity Details and Standard Fields The field cards at the top of the page hold the opportunity's details. GovDash fills in these standard fields from the opportunity's source, and you can edit any of them by clicking the field. - **Opportunity Details:** Solicitation Number, Role, Place of Performance, Set Aside, Notice Type, Anticipated Contract Type, NAICS Code, PSC, Agency/Department and Primary Offeror. - **Dates:** Due Date, Posted Date and Original Posted Date. - **Financials:** Value (USD). - **Notes & Sources:** the opportunity's **Primary Source** link. Your team can rename these categories, add custom fields to them and create new ones. A red asterisk (*****) next to a field means your team requires it for the opportunity's current phase. ![Opportunity Details card with the link icon next to Solicitation Number highlighted](https://cdn.us.document360.io/104c3542-bffe-46a6-901f-aa7a848851a4/Images/Documentation/ov_details.png) ### Fields Linked to Your Sources The link icon next to a field label means the field can be kept in sync with one of the opportunity's linked sources, such as a SAM.gov notice. Click the icon to see which source the field uses and what value each source has. - Pick a source to fill the field from that source. - Pick **Manual (No Sync)** to keep the current value and stop the field from updating. ![Field source menu with Source and Field value columns and the Manual (No Sync) option](https://cdn.us.document360.io/104c3542-bffe-46a6-901f-aa7a848851a4/Images/Documentation/ov_source.png) > [!NOTE] > Tracking Multiple Sources > > To add sources and set field sync for every field at once, see [Keeping Fields Up to Date with Field Sync](/v1/docs/tracking-multiple-sources-on-an-opportunity#keeping-fields-up-to-date-with-field-sync). --- ## Filtering the Overview by Category Click the **Overview** dropdown at the top left of the page to focus on one part of the opportunity: - **Overview:** the full page with every card. - **A field category**, such as **Dates** or **Financials**: only that category's fields. Categories with no fields aren't listed. - **Archived:** custom fields your team has archived that still have a value on this opportunity. They are read only. This option only shows when there are archived values. - **Funding:** the top contractors for the opportunity's NAICS and PSC codes over the last 5 years, with their awarded amounts and total outlays from USAspending.gov. Click **Export** to download the list. ![Overview dropdown open with Overview, field categories and Funding](https://cdn.us.document360.io/104c3542-bffe-46a6-901f-aa7a848851a4/Images/Documentation/ov_menu.png) --- ## Cards on the Overview ### Summary and Full Description **Summary** is a short overview of the opportunity, and **Full Description** is the notice description. If there's no summary yet, click **Generate** on the **Summary** tab to have GovDash write one. Click into either tab to edit it, then click **Save**. ![Summary and Full Description card](https://cdn.us.document360.io/104c3542-bffe-46a6-901f-aa7a848851a4/Images/Documentation/ov_summary.png) ### Capture Plan Shows the capture plan template the opportunity uses and how much of each phase is done. Pick a different template from the dropdown at the top of the card, or click a phase to see its progress. See [Tracking Progress](/v1/docs/capture-plan#tracking-progress) in the Capture Plan article. ![Capture Plan card with the template dropdown and progress for each phase](https://cdn.us.document360.io/104c3542-bffe-46a6-901f-aa7a848851a4/Images/Documentation/ov_capture.png) ### PWin Shows the opportunity's **Current Scores** and **Score Progression**. If nothing is scored yet, click **Configure PWin Scores**. Click the arrow at the top of the card to open the **Gate Reviews / PWin** tab. See [Gate Reviews & PWin Scoring](/v1/docs/gate-reviews). ![PWin card before any scoring](https://cdn.us.document360.io/104c3542-bffe-46a6-901f-aa7a848851a4/Images/Documentation/ov_pwin.png) ### Solicitation and Focus Documents Lists the opportunity's documents. Switch between the **Solicitation** and **Focus** tabs, click **Customize** to choose columns, and click the arrow to open the **Documents** tab. See [Solicitation Documents & Shreds](/v1/docs/solicitation-documents). ![Documents card with Solicitation and Focus tabs](https://cdn.us.document360.io/104c3542-bffe-46a6-901f-aa7a848851a4/Images/Documentation/ov_docs.png) ### Members and Contacts - **Members:** the people assigned to each role on the opportunity, plus its subscribers. Click **Set Now** to assign someone, or the pencil to choose which roles show. To get a daily email about changes to opportunities you're assigned to, turn on **Daily Edited Opportunity Digest** in your [notification settings](/v1/docs/notifications#accessing-notification-settings). Admins can change the roles in [Capture Settings](/v1/docs/customizing-the-pipeline#customizing-member-roles-and-views). - **Contacts:** the opportunity's government contacts, marked **Primary** or **Secondary**. Click **+** to add a contact. ![Members and Contacts cards](https://cdn.us.document360.io/104c3542-bffe-46a6-901f-aa7a848851a4/Images/Documentation/ov_people.png) ### Related Opportunities and SharePoint Links - **Related Opportunities:** other opportunities linked to this one, such as joint pursuits. Click **+** to link one. Related opportunities don't share any details. Each one shows in the list as a shortcut you can click to open it. - **SharePoint Links:** the SharePoint folders linked to the opportunity. Link folders from the **Documents** tab. See [Linking SharePoint Folders](/v1/docs/solicitation-documents#linking-sharepoint-folders). ![Related Opportunities and SharePoint Links cards](https://cdn.us.document360.io/104c3542-bffe-46a6-901f-aa7a848851a4/Images/Documentation/ov_links.png) ### Activity Shows comments and changes on the opportunity. Add a comment right from the card, or click the arrow to open the **Activity** tab. See [Activity, Tasks, and Notes](/v1/docs/activity-tasks-and-notes). ### Contract Award Tracking Links the opportunity to contracts in your Contract inventory. Use **Awarded Contract** for the contract you won from this opportunity, and **Recompete Of Contract** for the existing contract this opportunity recompetes. ![Contract Award Tracking card](https://cdn.us.document360.io/104c3542-bffe-46a6-901f-aa7a848851a4/Images/Documentation/ov_award.png) --- ## Customizing the Overview Layout Click the template button at the top right of the page, for example **Edit Default Template**, to open the **Overview Template** panel. It has 3 tabs: - **Layout:** choose the **Current Template** and check the cards you want to show. Hidden cards are still available in their own tabs. - **Categories:** rename and reorder categories and fields, or click **Add Category** or **Add Field**. - **Templates:** click **Add Template** to create a template, the pencil to rename one and the star to make it your team's default. ![Overview Template panel on the Layout tab](https://cdn.us.document360.io/104c3542-bffe-46a6-901f-aa7a848851a4/Images/Documentation/ov_sheet_layout.png) To move or resize cards, click **Edit Widgets** on the **Layout** tab. Drag cards where you want them, use a card's menu to resize or hide it, then click **Save** in the bar at the bottom of the page, or **Discard** to undo. ![Overview in edit mode with cards ready to drag](https://cdn.us.document360.io/104c3542-bffe-46a6-901f-aa7a848851a4/Images/Documentation/ov_dragmode.png) ![Templates tab with the Default, Competitive Analysis and Proposal Readiness templates](https://cdn.us.document360.io/104c3542-bffe-46a6-901f-aa7a848851a4/Images/Documentation/ov_sheet_templates.png) Changing templates requires permission to manage Capture settings. If the button is grayed out, ask your team admin. > [!NOTE] > More on Customizing > > For step by step instructions on categories and templates, see [Overview Page Customization & Templates](/v1/docs/customizing-the-pipeline#overview-page-customization-templates). --- ### FAQ #### Why don't I see a card that someone else on my team sees? Each overview template can show or hide different cards. Check which template the button at the top right of the page shows, then ask your team admin if you need a card added. #### Why is the template button grayed out? Changing overview templates requires permission to manage Capture settings. Ask your team admin for access or to make the change for you. #### Why did a field change on its own? Fields with a link icon can sync from one of the opportunity's sources. When that source updates, the field updates too. Click the link icon and pick **Manual (No Sync)** to keep your own value. #### Why does Funding show no data? **Funding** looks up contractors by the opportunity's NAICS and PSC codes. Add a **NAICS Code** or **PSC** in the **Opportunity Details** card, then open **Funding** again.