On this page
Overview
Mark Opportunities as Won
Verify Contract Records
Create Past Performance Writeups
Select Past Performance for a Proposal
How Past Performance Is Used
Best Practices
Overview
The Past Performance feature allows you to store, manage, and reuse prior contract experience across proposals. Once configured, Past Performance records can be selected and included in proposal responses, supporting compliance with solicitation requirements and strengthening proposal credibility.
Past Performance records are linked to Contracts and become available for proposal use when the related opportunity is marked as Outcome = Won.
Step 1: Mark Opportunities as Won
Navigate to your pipeline and open the opportunity record.
Ensure the Outcome field is set to Won.
Only opportunities marked as Won will appear under Contracts and be available for Past Performance selection.
Step 2: Verify Contract Records
Navigate to the Contracts section and open the contract record.
Confirm the following fields are populated:
Agency
Total Contract Value
Company Value
Period of Performance (POP)
Role (Prime or Subcontractor)
Workshare percentage
Past Performance Summary
This information supports filtering, selection, and proposal generation.
Step 3: Create Past Performance Writeups
Navigate to your proposal and click Add Past Performance Writeup.
You can choose one of the following options:
Create New Past Performance Writeup
Use the built-in editor to create and manage Past Performance narratives directly within NextStage.
Attach External Past Performance Writeup
Attach existing Past Performance content from SharePoint or upload files.
This allows you to reuse CPARS reports, proposal write-ups, or contract summaries.
Step 4: Select Past Performance for the Proposal
Click Add Past Performance to select contract records.
Use filters such as:
Agency
Role
Contract value
Period of Performance
Status
Select the contracts that align with the solicitation requirements, then click Add Selected.
Step 5: Review Selected Past Performance
Selected Past Performance records will appear in the proposal under Selected Past Performance.
You can:
Review records
Remove records
Confirm alignment with proposal requirements
These records are now linked to the proposal.
How Past Performance Is Used
Selected Past Performance records support:
Proposal Outline generation
Past Performance volume development
Pink Team Draft creation
Compliance alignment with solicitation requirements
This ensures your proposal reflects validated and relevant contract experience.
Best Practices
Mark all awarded opportunities as Outcome = Won
Complete Contract fields for accurate filtering and selection
Maintain clear and concise Past Performance summaries
Attach supporting documentation when available
Select Past Performance records that closely align with solicitation scope and requirements
Goal: Make your prior contract wins available for selection and reuse.