What is a Pipeline?

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:

  • Identified
  • Responding
  • Submitted

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:

  • Won
  • Lost
  • Abandoned

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: Pipeline Table Row 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..


Creating 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.

  • 1 Click the Pipelines link on the user menu.
  • 2 Click the button at the top right hand side of the page. The Pipeline menu is shown: Pipeline Menu
  • 3 Click the " Add pipeline" menu item. The Make New Pipeline dialog is shown: Add Pipeline

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 Save to continue.


What is a Pursuit?

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.


Adding Pursuits from Projects

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.

  • 1 Click the Project link under Explore on the user menu.
  • 2 Once you've found a Project you'd like to create a Pursuit from, click the "Add To Pipeline": Add Project To Pipeline Button
  • 3 You'll now be asked to add a new Pursuit or link the project to an existing Pursuit. For now, click the " Add new pursuit" button. Create From Project Or Link Existing
  • 4 Add win probability, estimated value, and select a Pipeline and Stage you'd like to add the Pursuit to, then click "Save". Create New Pursuit From Project
  • 5 You're new Pursuit is created. Note that it includes activity from the government contracting officers responsible for the procurement, as well as other details automatically copied from the project. New Pursuit From Project

Creating Pursuits from Scratch

Creating a Pursuit takes just a few seconds; you'll need to provide some basic information about the Pursuit, including Stage and estimated value.

  • 1 Click the Pipeline link on the user menu.
  • 2 Click on the Pipeline you want to use from the Pipeline table: Pipeline Table
  • 3 Click the button at the top right hand side of the page. The Pipeline menu will expand: Pipeline Detail Menu
  • 4 Click the " Add pursuit to pipeline" menu item.
  • 5 The Add Pursuit to Pipeline dialog will appear. Start typing the name of the team you'd like to share the Pipeline with. Add Pursuit To Pipeline Required
    Name
    Name of the opportunity this pursuit targets
    Agency
    Federal agency that issued the solicitation
    Win Probability P(w)
    Likelihood of you winning
    Estimated Value
    Your estimate of the award value
    Click Save to add the Pursuit.

You're new Pursuit now appears in the Pipeline:

Add Pursuit To Pipeline

Moving Pursuits Between Stages

As your Pursuits moves forward, you'll want to move your Pursuit through the different stages in your Pipeline. Moving Pursuits is easy:

  • 1 Click the Pipeline link on the user menu.
  • 2 Click on the Pipeline you want to use from the Pipeline table: Pipeline Table
  • 3 Simply click on the Pursuit and hold down your mouse, and drag the Pursuit from the current stage to the desired stage. Pipeline Detail Menu

Sharing Pipelines and Pursuits

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.

  • 1 Click the Pipelines link on the user menu.
  • 2 Click on the Pipeline you want to use from the Pipeline table. Pipeline Table
  • 3 Click the button at the top right hand side of the page. The Pipeline menu will expand: Pipeline Detail Menu
  • 4 Click the " Add to team" menu item.
  • 5 The Share With Team dialog will appear. Start typing the name of the team you'd like to share the Pipeline with. Share With Team
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