Pipelines
Use the Pipelines page to review capture pipeline value, compare pipeline activity, and create or customize the workflows your team uses to manage pursuits.
Overview
The Pipelines page is the starting point for managing Capture workflows. It combines workspace-level pursuit value, global win/loss outcome rates, a sortable pipeline table, and the controls for creating or editing pipelines.
Use this page when you want to compare pipelines, understand which workflows are carrying active value, create a new workflow, or adjust who can view and edit a pipeline. Open an individual pipeline when you need to move pursuits between stages or work directly with pursuit cards.
Where to find it
Open Capture in the left sidebar and choose Pipelines, or go directly to Pipelines.
Sections
Top pipeline metrics
The metrics above the table summarize pursuit value and closed pursuit outcomes across the current workspace.
| Metric | What it shows | Pursuits included |
|---|---|---|
| Probable | The total Probable Value for forward-looking pursuits. Probable Value is calculated from Estimated Value and Prob. Win. | Pursuits that are not in Won, Lost, or Abandoned. This can include pursuits in Triage and user-defined active stages. |
| Estimated | The total Estimated Value for the same forward-looking pursuits. | Pursuits that are not in Won, Lost, or Abandoned. |
| Global Capture Rate | Count-based outcome percentages for Won, Lost, and Abandoned pursuits. | Closed pursuits in Won, Lost, or Abandoned. Active and triage pursuits are not part of these percentages. |
Important
Pipeline value on this page is not controlled by Due Date. A pursuit contributes to Probable and Estimated when it is not in a terminal state, even if its due date has passed. Moving a pursuit to Won, Lost, or Abandoned removes it from these totals and moves it into Global Capture Rate outcomes.
The pursuit's source type does not change these totals. A pursuit can come from a federal opportunity, grant opportunity, award recompete, forecast, vehicle, or manual entry; the important questions are whether the pursuit is in the current workspace, whether you can access its pipeline, and whether the pursuit is in a terminal stage.
Pipelines table
The table lists the pipelines you can access in the current workspace. Each row helps you compare pipeline activity before opening the pipeline itself.
| Field | What it tells you |
|---|---|
| Name | The pipeline name. Select it to open the pipeline. |
| Active Pursuits | The number of pursuits in that pipeline's Triage or user-defined active stages. Pursuits in Won, Lost, and Abandoned are not counted here. |
| Probable Value | The total Probable Value for pursuits counted by Active Pursuits. |
| Estimated Value | The total Estimated Value for pursuits counted by Active Pursuits. |
| Updated | When the pipeline was last edited. |
| Participants | Users who have contributed to pursuits in the pipeline, shown as avatars when activity is available. |
| Actions | Edit and delete controls for the pipeline. |
The table is sorted by Updated by default, with the most recently edited pipelines first. Use the Updated column header to change the sort direction. Columns without a sort arrow are informational on this table.
Fields
Use Fields at the bottom of the table to choose which columns appear and in what order. The drawer lists each available field with a checkbox and a reorder handle.
- Check or uncheck a field to show or hide that column.
- Drag a field by its reorder handle to change the column order.
- Select Reset to restore the original visible fields and original order.
- Select Close to return to the table.
Reset is disabled when your current field setup already matches the default. Changing fields only changes your table view; it does not change pipeline records or pursuit metrics.
New Pipeline
Use New Pipeline to create a workflow for a capture process your team wants to track. The drawer includes the pipeline details, categorization, access controls, and stage setup.
| Area | What it does |
|---|---|
| Name | Names the pipeline. If you create from a template without entering a name, GovTribe uses the template name. |
| Description | Explains how the pipeline should be used. This helps teammates understand the purpose of the workflow. |
| Tags | Adds pipeline tags for categorization and filtering. Tags help organize pipelines, but they are not a default table column on the Pipelines page. |
| Permissions | Controls who can view and edit the pipeline. Use Allowed Users to limit access, or leave it blank to allow all users in the workspace. |
| Stages | Chooses how GovTribe creates the user-defined stages in the pipeline. GovTribe also creates the standard Triage, Won, Lost, and Abandoned stages. |
The Stages area has three tabs:
- Blank Stages creates a pipeline from numbered blank stages. Enter Number of Stages (1-99) to decide how many user-defined stages GovTribe should create. This is useful when your team already knows its workflow but wants to name and tune the stages after creation.
- GovTribe Templates creates a pipeline from a predefined workflow. Available templates include Simple Product Sales Pipeline, Simple RFI/RFP Pipeline, Moderate RFI/RFP Pipeline, Complex RFI/RFP Pipeline, and Color Team Proposal Development and Review. Templates give you named stages and descriptions for common capture workflows, and you can customize the pipeline after it is created.
- Account Templates creates a pipeline from a template saved by your account. Use this when your organization has a preferred capture workflow that should be reused across teams. If there are no saved templates, the tab shows No Account Templates and explains that account templates are created by editing an existing pipeline and turning on the template option. See Pipeline for how to create or update an account template from an existing pipeline.
Editing a pipeline
Use Actions > Edit Pipeline when you need to adjust a pipeline after creation. Editing supports the same Name, Description, Tags, and Allowed Users controls. Pipeline owners can also use Transfer Owner to choose a new owner.
The edit drawer includes Account Template. Turn on Add to Account Templates when an existing pipeline should become a reusable starting point for future pipelines under the account. When this option is on, provide a Template Name and optional Template Description so teammates can recognize the template in the Account Templates tab.
Permissions
Use Allowed Users when a pipeline should be limited to specific teammates. Leaving Allowed Users blank keeps the pipeline available to all users in the workspace. Selecting users restricts the pipeline to the owner and the selected users, which also affects whether those users can find the pipeline and related Capture work from pipeline-aware search and table views.
Use Transfer Owner when responsibility for a pipeline should move to another user. The owner controls owner-only settings such as ownership transfer, and GovTribe warns the current owner before ownership changes.
Tags
Use Tags to categorize pipelines by team, business unit, market, pursuit type, region, or any label your organization uses to organize Capture work. Tags do not affect pipeline metrics, permissions, or pursuit inclusion. They are also not one of the default table fields in Fields. Their value is organizational: they make pipelines easier to identify, filter, and keep consistent when your workspace has several similar workflows.