Dashboard

Use Dashboard to get a workspace-level view of your capture activity. It brings together pipeline, pursuit, task, value, win-rate, report, current pursuit, due-task, and saved-search information in one place.

In GovTribe, expand Capture in the sidebar and click Dashboard.

Dashboard is available on Launch, Launch Plus, Growth, Growth Plus, and Scale.

Dashboard with the Capture sidebar expanded and Dashboard selected — Dashboard opens inside Capture with the sidebar expanded, the Dashboard item selected, metric cards, report tabs, and current pursuit work.

Actions

Page actions

View My Company Profile appears in the company dropdown when your user account is connected to a vendor profile.
Metric cards open the related workspace pages for pipelines, pursuits, tasks, and pursuit value context.
Funnel ranges filter the current pursuit table to the stages represented by the selected range.
Pursuit, task, and saved-search links open the full workspace pages behind the current dashboard rows.

Row actions

Pursuit row actions let you work from a current pursuit row without opening the full Pursuits page first.
Task row actions let you act on due tasks from the dashboard context before opening the full Tasks page.
Saved-search row actions let you move from a dashboard saved-search row into the saved search workflow.

When your user account is connected to a vendor profile, Dashboard shows a company bar above the page title. The dropdown uses that connected profile and includes View My Company Profile, which opens the vendor profile associated with your user account.

After you expand the company dropdown, View My Company Profile opens the vendor profile connected to your user account.

This company connection is separate from claiming or featuring a vendor profile. A user can be connected to a company profile for navigation and context even if the profile has not been claimed. If the connected profile represents your company and has not been claimed, see Claim and feature your vendor profile to add customer-managed profile content. See Understand vendor profile connections for the customer-level explanation.

Dashboard metrics

The metric cards summarize workspace capture activity and act as shortcuts into the related pages. The counts and values are calculated from the workspace data available to the dashboard, not from only the rows currently visible lower on the page.

Pipelines

Pipelines counts the pipelines in your workspace. Click the card to open Pipelines, where you can review stages, create pipelines, and organize pursuit workflows.

Pursuits

Pursuits counts the pursuits in your workspace. Click the card to open Pursuits, where you can search, filter, update, report on, and export pursuit records.

Tasks

Tasks counts the tasks in your workspace. Click the card to open Tasks, where you can review task ownership, due dates, pipeline links, pursuit links, and completion state.

Probable Value

Probable Value sums probable value for pursuits that are not marked Won, Lost, or Abandoned. Probable value is the pursuit's estimated value weighted by its probability of win. Click the card to open Pursuits.

Estimated Value

Estimated Value sums estimated value for pursuits that are not marked Won, Lost, or Abandoned. Use it to understand the total pipeline value before probability weighting. Click the card to open Pursuits.

Won

Dashboard Won metric card — Won shows the share of terminal pursuits marked Won.

Won compares pursuits marked Won with the terminal pursuit set of Won, Lost, and Abandoned. Click the card to open Pursuits filtered to won pursuits. If your workspace has no terminal pursuit outcomes yet, the card may show a dash instead of a percentage.

Pursuit reports

The report tabs summarize the pursuit set loaded on Dashboard. Use them to move from a high-level capture signal into the pursuit work behind it.

Funnel

Funnel shows active pursuit progress across your pipelines. GovTribe groups pursuits in Triage or Active status into five normalized stage ranges from 0% to 100%, then sums probable value and pursuit count inside each range.

This view is useful when your workspace has several pipelines with different stage names or stage counts. The normalized ranges let you see whether value is concentrated early, midstream, or close to completion without comparing every custom stage name directly.

Click a funnel range to filter the dashboard pursuit table to the stages represented by that range. Terminal pursuits marked Won, Lost, or Abandoned are not included in the funnel.

Performance

Performance reviews pursuits marked Won, Lost, or Abandoned over time. Use the controls to change the date window, group the chart by calendar year, fiscal year, quarter, or month, and switch between value and count.

When the report is based on value, GovTribe sums estimated value for terminal pursuits in each period. When the report is based on count, it counts terminal pursuits in each period. The chart uses the date when a pursuit entered a terminal stage, so active pursuits and pursuits without a terminal outcome are not part of this report.

Click a chart period to focus the side summary on that period. This helps you compare the total chart with one month, quarter, year, or fiscal-year bucket.

Projections

Projections forecasts future revenue from pursuits with estimated award dates in the selected future window. It compares probable revenue and estimated revenue over time, then lists the top five pursuits by probable value.

This report depends on three pursuit fields: estimated award date, estimated value, and probability of win. If none of your pursuits have estimated award dates in the selected future window, the chart and top-five table can be empty.

Current pursuit work

Dashboard also includes three work sections below the reports.

Pursuits shows current pursuit rows with pipeline, stage, due date, value, probability, probable value, and row actions. Use Pursuits for the full table, filters, reports, and actions.
Tasks Due Soon shows incomplete tasks with due dates starting today, sorted by earliest due date. Use Tasks for task search, filters, row actions, ownership, and completion details.
Saved Searches shows saved searches with their scope and current result count. Use Saved searches for saved-search search, alert settings, row actions, and troubleshooting.

Pipelines: Organize pursuits into stages that match your capture process.
Pursuits: Track individual opportunities or targets your team is evaluating.
Tasks: Assign and manage follow-up work connected to capture activity.
Saved searches: Return to repeatable searches that support capture tracking and alerts.
Understand vendor profile connections: Review how vendor profile activity can support capture work.