Pipelines are a tool to help federal contractors manage the process of bidding on opportunities. Think of pipelines as containers for your Pursuits. Each Pipeline holds one or more related Pursuits. For example, your Air Force account team may have a pipeline. The Air Force account team would use their pipeline to hold their Pursuits.
Pipelines are divided into Stages. Some of these Stages can be configured by you, and some can not. When you create a pipeline, you can select the number of user-defined Stages you want the Pipeline to hold. Let's say that your firm's Air Force account team uses a three-stage pursuit process:
When the Air Force Account Pipeline is created, the Air Force account manager adds these three stages. GovTribe also adds three additional stages to all Pipelines:
These are called Terminal Stages. After a Pursuit moves through a user-defined process (like our Air Force team's Identified, Responding, Submitted) the pursuit is moved into one of these three Stages. Moving pursuits into Terminal Stages allows your team to view statistics about their performance: As you add Pursuits their total probable and estimated value will be displayed in the "Value" column. As Pursuits are moved into the Won, Lost or Abandoned Stages, their value will be displayed there. This provides a convenient way for your team to track a Pipeline's performance.
Watch the short intro video below on getting started with Pipelines. For a longer, more in depth video on this topic, check out the recording of our webinar on managing your BD process using GovTribe Pipelines..
Let's create a Pipeline to focus on a specific federal account space. If your company already has a process for pursuing work at this account, we can use Stages to manage that process.
Enter a name and select the number of stages you'd like the Pipeline to have. Don't worry, either of these can be changed later. Click to continue.
Pursuits represent your effort to win a federal contracting opportunity. They allow you to store important information about the opportunity, your estimate of its value, and your perceived chance to win. Pursuits can be linked to contracting opportunities published by the federal government (what GovTribe calls Projects) or non-public opportunities such as RFTOPs issued under an existing IDIQ or BPA. Pursuits are contained by Pipelines.
You can also create pursuits from Projects. This is called a Linked Pursuit. Linked Pursuits automatically synchronize the government's updates, files, and status changes to your Pursuit. This can save a huge amount of time. You won't have to copy details from the project into your Pursuit (for example, due date or set-aside type) and you'll be automatically notified when the government issues updates.
Creating a Pursuit takes just a few seconds; you'll need to provide some basic information about the Pursuit, including Stage and estimated value.
You're new Pursuit now appears in the Pipeline:
As your Pursuits moves forward, you'll want to move your Pursuit through the different stages in your Pipeline. Moving Pursuits is easy:
If you'd like to collaborate with colleagues on Pursuits you can share the Pipeline containing those Pursuits with a Team. Sharing a Pipeline with a Team allows the members of that team to collaborate with you on the Pursuits contained within that Pipeline. For example, if you've created a Pipeline to manage your company's Air Force account business development process, you can share the Pipeline with your Air Force Account Team.