Create and Manage Search Profiles

Overview

Search profiles in Discover save the filters and profile criteria that describe the opportunities you care about, so you can switch between them in a click. Each criterion has a mode, MUST MATCH, MUST NOT or PREFERRED, that controls whether it filters, excludes or boosts results. You can also let Dash run a profile for you and add the strongest matches to your Watchlist.

Creating and Managing Search Profiles

All of your team's profiles live on the Search Profiles page. To open it, go to Discover and click Manage profiles in the top right.

Your profiles are listed on the left of the page, and each one shows its alert schedule, such as Alerts Off or Daily Alerts. Use Find a profile to search the list by name. Select a profile to open it on the right. The top of the profile has Improve with Dash, Edit profile, the bell icon for notifications and the trash icon. Below that, Signals & Filters lists the profile's criteria by type, such as Keywords, Notice Types, States, NAICS, PSC, Set Asides, Agencies and Entity Type. Each value sits under Must, Must Not or Prefer. The profile's settings are at the bottom.

Default Profile

Every team has a Past Performance profile, marked Curated by GovDash. GovDash builds it from the NAICS and PSC codes in the contract awards you've uploaded, and keeps it up to date as you upload more.

Past Performance Profile Note

You can't edit the criteria in the Past Performance profile because they come from your uploaded contract awards. You can still make it your team default by selecting the star next to its name.

Creating New Profiles

To create a profile, click Create New Profile in the top right of the Search Profiles page, then choose how to start:

• Generate with Dash: Dash uses your past wins, NAICS codes and set asides to build a starting profile.

• Start from scratch: You add keywords, NAICS codes and other filters yourself.

To generate a profile with Dash:

1. Select Generate with Dash and click Continue.

2. Enter a Profile name.

3. Optionally, tell Dash about the opportunities you want to see, such as the type of work or the agencies you're after.

4. Optionally, select Set as default profile.

5. Click Generate Profile.

Dash builds the profile in the background and lets you know when it's ready. Review it on the Search Profiles page and adjust anything you need.

To create a profile from scratch:

1. Select Start from scratch and click Continue.

2. On Set Filters, enter a Profile name and add the keywords, notice types, states, NAICS codes and other filters you want.

3. Click a filter's badge to set it as Must, Must Not or Prefer.

4. Optionally, select Set as default profile, then click Continue.

5. On Manage Alerts, set up notifications if you want them, then click Create Profile.

Already have a search you like? On the Search tab, build your search with the Filters menu, click the save drop down and choose Create new profile. Enter a Profile Name, optionally set it as the default, and click Create. Your current filters are saved into the new profile.

Profile Criteria Modes: MUST MATCH, MUST NOT and PREFERRED

Each criterion in a profile has a mode that tells GovDash how to use it. The Search Profiles page uses shorter labels for the same modes.

Filters you add from the Filters menu start as MUST MATCH.

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 change a profile, select it on the Search Profiles page and click Edit profile. The name, each criteria group and the profile's settings become editable:

• Rename the profile in the name box.

• Use the box under each group to add values, such as keywords, NAICS codes or agencies.

• Click a value to change its mode or remove it.

At the bottom of the profile, you can also change Status, Only with Documents, Include Pipeline, Include Feedback, Min Days Until Due, Posted Within and Due Within. Click Done when you're finished. To make a profile your team default, select the star next to its name. To delete a profile, click the trash icon in the top right.

Profile Settings

These settings narrow down which opportunities a profile shows. You'll find them at the bottom of each profile on the Search Profiles page and in the profile panel on the Search tab.

Letting Dash Run a Profile

Each profile has a Let Dash run this profile panel. Dash searches beyond your keywords, reviews each match and adds the strong ones to your Watchlist in Discover.

• Run now: Runs Dash on the profile right away.

• Schedule: Turn on the switch, then choose Daily or Weekly and a time for Dash to run the profile. For weekly runs, you also pick the days.

• Include: Choose whether Dash also searches Forecasts and Private portals.

• Guidance: Optional notes for Dash on what you want, such as "prefer recompetes."

• Subscribe: Choose the teammates who get notified about this profile's Dash runs.

The bottom of the panel shows when Dash last ran and how many opportunities it added. Select it to open the run history and see what each run added.

Using Search Profiles

On the Search tab in Discover, your active profile shows in the profile header control (Profile: followed by the profile name), with counts for its must, must not and prefer criteria. Click it to open the profile panel. The panel lists every criterion grouped by MUST MATCH, MUST NOT and PREFERRED, with the profile's settings on the right.

• Switch Profile: Choose a different profile, or No profile to search without one.

• Improve with Dash: Opens Dash, which reviews the profile and your past performance, asks what you want to see more or less of, and then updates the profile.

• Feedback: Tell the GovDash team how search profiles are working for you.

Opportunity Matching

When results are sorted by Profile Match, the best matches show first. Hover over Match details on an opportunity to see its score out of 100, its rating (Strong Match, Potential Match or Weak Match) and which profile criteria it matched.

If a score doesn't look right, add more details to your profile, or like and dislike results to improve matching.

Updating Search Profiles

You can also update your active profile from the Search tab:

• Add or change filters from the Filters menu, then click the save drop down and choose Save to this profile.

• In the profile panel, open a criterion's menu to Move to… another mode or Remove it.

• Change the settings on the right side of the profile panel.

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.

Curated Profiles

Save to this profile isn't available for the Past Performance profile because GovDash manages it. To keep your filters, choose Create new profile instead.

Managing Discover Notification Schedules

Each profile can have its own notification schedule. On the Search Profiles page, select a profile and click the bell icon at the top to open Manage Subscription:

1. Under Notification Frequency, choose Daily, Weekly or Monthly.

2. Choose Email or Email & App.

3. Set the Delivery Time.

4. Click Create, or Update if you already have a schedule.

When notifications are on for a profile, the profile list shows its schedule, such as Daily Alerts, instead of Alerts Off.

Are notifications per member or for everyone on my team?

Notification preferences on search profiles only apply to you, so each member of your team can set up their own notifications on shared search profiles.

Notification Settings

To learn more about controlling your notifications, check out our article here.