Create and Manage Recommendation Profiles

Overview

Recommendation Profiles within the Bid Match allows you to quickly save sets of filters to find specific types of opportunities quickly and easily. GovDash makes it easy to create, manage, and switch between searches, and even control which profile is your main email digest feed.

Creating and Managing Recommendation Profiles

Default Recommendation 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 default profile, click the Past Performance from the list of your profiles.

Past Performance Recommendation 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 saved profile, first enter your search criteria through the search options on the left-hand side of Bid Match, such as your keywords, NAICS, organizations, set asides, etc. Then, click the Save drop down at the top of the Bid Match page, and then Create new profile.

Provide your Recommendation Profile with a name to describe your profile (1), set your desired due date buffer (2), and optionally select it as your default search (3). You can then confirm your profile’s saved criteria (or make adjustments) (4), and finally select Create to create your profile (5).

The Days Until Due controls the buffer for opportunities that are shown based on the number of days that are entered.

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.

Adding/Excluding Terms

You can add/exclude specific terms from your saved profiles by using the Term Search field, and entering your term (or your term with a minus symbol before the term you’d like to exclude from your search). Once added, you will see that the term is now added/excluded in the Terms list at the top of the page.

Managing Profiles

To manage your saved profiles, select the icon next to the recommendation profile drop down.

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

Using Recommendation Profiles

To change between your recommendation profiles, click the drop down menu under Recommendation Profiles to access your list of profiles. Your profile’s criteria will be applied to the search.

You can also review your profile’s saved criteria by selecting the pencil icon next to your selected profile within the list.

Using the Only Show Profile Matches toggle, you can limit your results to only those that fit your exact Recommendation Profile saved criteria.

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 Recommendation Profiles

To update your recommendation profile with new or edited criteria, simply make your changes using the search pane (such as adding new criteria, or removing existing criteria), click the Save drop down menu at the top of the page, and Save to this profile.

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

You can remove criteria from your profile by either managing the profile using the icon at the top of the search pane, or by selecting the pencil icon from the profile list next to your selected profile.

Managing Bid Match Notification Schedules

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

Select the icon next to the recommendation profile drop down to manage your Recommendation Profile profiles and 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 recommendation profiles are only applied to you, meaning that each member of your team can have unique notifications set up for your shared recommendation profiles!