What is the Pipeline feature in Awarded AI?

Pipeline is a Kanban Opportunity Board that allows you to manage all of your tracked opportunities within Awarded AI. This includes opportunities that are added from Bid Search and any other new opportunities that you create.

Can I add my own opportunities to the Pipeline?

Yes, navigate to the top right of the page and click the blue "+ Create Opportunity" button. Give your opportunity a name, select the stage and due date, provide a description and the award value, and add the agency for the opportunity.

Can I export my pipeline from Awarded AI?

Yes, you can export your pipeline. When you click Export, your pipeline will be downloaded to a CSV file that you can open externally.

What are the settings in Pipeline and how can I use them?

Settings can be used to choose what information is displayed for each opportunity in your Kanban board. Each option can be toggled to be displayed or not displayed.

Is there an easy way to locate a specific opportunity?

Yes, to find any specific opportunity in the pipeline you can either utilize the search bar at the top of the page or sort your opportunities with the different sorting settings.

What proposal phases can be tracked in Pipeline?

There are 5 main phases that you can drag and drop opportunities into:

Opportunity Assessment
Capture/Proposal Planning
Proposal Development
Proposal Submitted
Closed

How do I move opportunities between stages?

Simply hover over the opportunity you want to move till the "move” cursor appears, click, and drag to the desired stage, then un-click.

What is Win Plan and how can it be used?

Win plan can be used to get AI Insights on the solicitation so that you can better understand the customer and recent market news and trends. Feel free to ask the AI anything related to the solicitation selected.

What is Competitive Intel when you are viewing an opportunity?

Competitive Intel is another AI feature that will provide AI-generated insights based on your proposal strategy and the competitive landscape of the current/former incumbent, new competitors bidding on the solicitation, and other competitors based on NAICS codes and recent awards.

Where can I create tasks for an opportunity so I can track my progress?

Tasks can be located inside an opportunity when you click on it from the Kanban board. Once you have clicked on the opportunity, click "Tasks" then click the blue "+ Add Tasks" button on the page. This will open up a window where you can create a task for yourself.

Does Awarded AI automatically pull the Award Information for each opportunity?

Yes, Award AI will pull all of the Award Information from an opportunity that was added to a pipeline from Bid Search. The information that was available in Bid Search will transfer with the opportunity when you add the opportunity to your pipeline. You can view the information by clicking on the opportunity and navigating to "Details."

How do I view the bid/ no-bid results?

This can be done by clicking into an opportunity and navigating to "Bid/No-Bid". Once you are in the Bid/No-Bid tab, complete the Scoring Questionnaire and select results at the bottom of the page.

After you get your initial scoring results, you can view all of your results by clicking here:

Is the file manager in an opportunity similar to the other file managers in Awarded AI?

Yes, the file managers are all related to each other. If you select files in an open opportunity, those files will be associated with that opportunity in your pipeline. There are also pre-established folders for you to upload your files into.

Can I include partnering information?

This feature is still being developed and will be coming soon!

Why can't I access Account Info?

This feature is still being developed and will be coming soon!

Is there a place to put comments and reminders for a specific opportunity?

Yes! If you open up any opportunity there is a tab labeled "Notes." Click the blue button on the right side of the page to add any new notes for that opportunity.