Dashboard
Use the Capture dashboard to review pipeline health, pursuit value, upcoming work, and saved searches from one page.
Overview
The Capture dashboard is the starting point for reviewing active Capture work. It brings together workspace-level totals, pursuit reports, a pursuit table, upcoming tasks, saved searches, and the linked company profile so you can quickly decide where to focus next.
Use the dashboard when you want a current read on pipeline value, pursuit progress, recent outcomes, and the next Capture actions that need attention. Use the full Pipelines, Pursuits, Tasks, or Saved Searches pages when you need deeper filtering, editing, or exports.
Where to find it
Open Capture in the left sidebar and choose Dashboard, or go directly to /dashboard.
Sections
Company profile link
When GovTribe has associated your account with a company profile, the company name and logo appear at the top left of the dashboard. Open Select Company Settings and choose View My Company Profile to open that vendor profile.
GovTribe can assign this company profile automatically from your account email address or a UEI provided during account setup. See Company Profile Assignment for the matching rules and how to request a change.
Top dashboard widgets
The top widgets are links into the underlying Capture records.
| Widget | What it means |
|---|---|
| Pipelines | Total Capture pipelines in the current workspace. Opens Pipelines. |
| Pursuits | Total pursuit records in the current workspace. Opens Pursuits. |
| Tasks | Total Capture task records in the current workspace. Opens Tasks. |
| Probable Value | The total Prob. Value for active pursuits. Probable value is calculated from Est. Value and Prob. Win. |
| Estimated Value | The total Est. Value for active pursuits. |
| Won | The count-based share of closed pursuits marked Won among pursuits marked Won, Lost, or Abandoned. Opens the pursuit list focused on won pursuits. |
Important metric behavior: pursuits marked Won, Lost, Abandoned, or otherwise moved into a closed terminal status are no longer part of active pipeline value. Those closed pursuits are handled as outcomes in the Performance report instead of contributing to Probable Value, Estimated Value, or the Funnel view.
Reports
The middle report area has three tabs. Use the table to choose the right view.
| Tab | What it helps you answer | Pursuits included |
|---|---|---|
| Funnel | Where active pursuits sit across pipeline progress bands from 0% to 100%. Each band shows Probable Value and pursuit count. | Pursuits in Triage or Active, grouped by current stage position. |
| Performance | How closed pursuits performed over time, with duration, interval, and Based on value / Based on count controls. | Pursuits moved to Won, Lost, or Abandoned, grouped by the date they entered that terminal status. |
| Projections | Expected revenue by future award timing. The chart compares Probable Revenue and Estimated Revenue, and the table lists the Top 5 Pursuits by Probable Value. | Pursuits with Est. Award Date in the selected future range. |
Selecting a Funnel band filters the pursuit list to stages in that band. The Top 5 Pursuits by Probable Value table shows Rank, Name, Due Date, Est. Award Date, Est. Value, Prob. Win, Prob. Value, and Actions.
Important
Probable Value is not controlled by Due Date. The top Probable Value widget totals active pursuits by status, while Projections uses Est. Award Date in the selected future range. Use Due Date for urgency and sorting, not for determining whether a pursuit has probable value.
Pursuits table
The Pursuits table gives a compact view of the pursuit records behind the dashboard metrics. It is sorted by Due Date by default and exposes the details most useful for triage:
- Name opens the pursuit.
- Pipeline opens the related pipeline.
- Stage shows the current pursuit stage and can be changed from the table.
- Tags shows pursuit tags.
- Due Date shows the pursuit deadline.
- Participants shows people associated with the pursuit.
- Est. Value, Prob. Win, and Prob. Value show the value inputs used by dashboard metrics.
- Actions includes edit and delete controls.
The sortable columns are Due Date, Est. Value, Prob. Win, and Prob. Value. Use Pursuit to create a new pursuit, or View All to open the full pursuit list.
Tasks due soon
Tasks Due Soon shows incomplete tasks with due dates today or later, sorted by earliest Due Date first. The widget includes Name, Pipeline, Pursuit, and Due Date so you can continue work tied to the pursuits and pipelines on the dashboard.
Use Task to create a task or View All to open the full task list. This widget is meant to keep near-term Capture work visible, not to replace the full task page.
Saved searches
Saved Searches shows recent saved searches that can feed Capture work. The widget includes Name, Scope, and Count, so you can return to monitored opportunity searches and see how many current results each search has.
Use View All to open the full saved search list when you need to manage alerts, filters, or saved search details.
Data and personalization
The dashboard reflects records in the current workspace. Pursuits can be created directly, imported from GovTribe records, or created from linked opportunities, awards, forecasts, grants, vehicles, agencies, categories, and other records. When a pursuit is created from a GovTribe record, details such as dates, agencies, set-asides, NAICS or PSC codes, descriptions, contacts, and linked source records may be copied into the pursuit when available.
Dashboard metrics use the indexed pursuit, pipeline, task, and saved search data behind those records. Very recent edits can take a short time to appear in totals, reports, and tables while the related records refresh.
Some pursuit content can be enriched from linked GovTribe records, including generated pursuit summaries when enough linked source data is available. Those enrichments help the pursuit record, but the dashboard metrics still come from pursuit fields such as status, stage, Due Date, Est. Award Date, Est. Value, Prob. Win, and Prob. Value.