Bid Intelligence
Go/No-Go assessments, win/loss analysis, and capture planning.
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
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."
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:
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.
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.
Pipeline Metrics
At the top of the Bid Intelligence page, four KPI cards provide a real-time snapshot:
Related Guides
Manage your opportunity pipeline with the smart Kanban board.
AI-powered scoring that feeds into Go/No-Go auto-population.
Track win rates and performance across your entire portfolio.
Manage won projects through contract delivery and renewal.
Practical Implementation Notes
This guide is designed to help proposal, security, and operations teams execute Bid Intelligence consistently inside Velocibid. If you are onboarding new contributors, use this page as a standard operating reference and pair it with related documentation so your team follows one repeatable workflow.
For stronger outcomes, combine this playbook with adjacent guides in the same lifecycle stage (discovery, response, compliance, and delivery). Cross-functional teams that align their process across these modules typically reduce rework and improve proposal quality.