Bid Intelligence is your pre-proposal command center. Make data-driven Go/No-Go decisions, learn from past wins and losses, and track capture activities — all connected to your pipeline and project data.

Linked to Your Pipeline

Bid Intelligence pulls data from your Watchlist, Projects, and AI analyses to auto-populate forms and reduce manual entry. Select an opportunity and let the system fill in what it already knows.

Go / No-Go Assessments

The Go/No-Go tab helps you evaluate whether to pursue an opportunity using a structured two-stage framework. Access it from Bid Intelligence in the sidebar.

Linked Opportunity Selector

Instead of typing an opportunity name manually, choose from:

Pipeline Opportunities — items from your Watchlist (watching, analysis, or bid stages)
Active Projects — existing RFP projects still in progress
Enter manually — for opportunities not yet tracked in the system

Auto-Population

When you select a pipeline opportunity, the system automatically pre-fills:

Timeline gate — auto-checked if the deadline is more than 7 days away
Library Coverage score — derived from your Smart Library size
Technical Fit score — pulled from Win Prediction data if available
Deadline info — added to notes for quick reference

All auto-populated values are suggestions — you can adjust them before saving.

Stage 1: Gate Criteria

Six binary pass/fail gates that represent mandatory requirements. All gates must pass for a "Go" recommendation. A single failure results in "No-Go."

Capability

Can we deliver what is required?

Compliance

Do we meet mandatory requirements?

Capacity

Do we have available resources?

Timeline

Can we submit quality work by deadline?

Strategic Fit

Does this fit our strategic direction?

Profitability

Can we price with acceptable margins?

Stage 2: Competitive Positioning

Rate six factors on a 1-5 scale: Customer Relationship, Relevant Experience, Price Competitiveness, Library Coverage, Team Availability, and Technical Fit. The average score combined with gate results drives the recommendation:

All gates pass, avg ≥ 3.5

Caution

All gates pass, avg 2.5–3.5

No-Go

Gates fail or avg < 2.5

Win/Loss Analysis

The Win/Loss tab captures structured post-mortem debriefs after every completed deal. It auto-populates from your project outcome data to minimize manual entry.

Smart Project Selection

The dropdown shows only projects with finalized outcomes (Won, Lost, No Bid). When you select a project, the system auto-fills:

Outcome — set directly from the project record (no manual dropdown needed)
Competitor Name — from the outcome modal data
Primary Reason — from the reason recorded at outcome time
Factor Scores — derived from Win Prediction factors if the analysis was run

You only need to add net-new information: lessons learned, action items, competitor strengths, and client feedback. Over time, debriefs build a pattern analysis showing:

Score Comparison — average factor scores for wins vs. losses, shown as a visual bar chart
Top Competitors — which competitors you lose to most frequently
Common Reasons — recurring win/loss themes across all debriefs

Capture Planning

The Capture Planning tab tracks pre-RFP activities like meetings, calls, intelligence gathering, and relationship building. Activities appear in a visual timeline.

Meeting

Phone Call

Intelligence

Demo

Site Visit

Each activity can optionally be linked to a pipeline opportunity or project using the "Link to Opportunity / Project" dropdown. Linked activities show a link icon in the timeline, making it easy to see all capture work related to a specific deal.