Step 4: Monitor and Manage Your Pipeline
How to monitor changes and progress on your Pursuits and Manage them through to Completion
This document is part of a series that describes the four basic steps in creating and managing your Capture in GovTribe:
Step 1: Create and Customize a Pipeline Step 2: Add Pursuits to Your Pipeline Step 3: Create Tasks, Manage Files, & Collaborate with Your Team Step 4: Monitor and Manage Your Pipeline << YOU ARE HERE |
Once you have set up your Pipeline, added a Pursuit, and set up Files and Tasks, you can monitor and manage your Pursuit through to completion.
Using the Pipeline, you’ll advance Pursuits through the Pipeline from left to right as stages are completed, and finally to a “terminal” stage: Won, Lost, or Abandoned. Once a Pursuit is marked with one of these terminal stages, it is removed from the Pipeline, but can still be accessed on the Pursuits page, using the Won, Lost, or Abandoned stage filters.
This is handy for researching past activities. For example, it can be useful to view a closed Pursuit’s documents and re-use them on new Pursuits (e.g., a solid capability statement created for a Pursuit that you won).
Monitoring Tasks
As you create and assign Tasks, you can keep track of progress, either per Pursuit or across your entire account.
Learn more: Monitoring Tasks Across Your Account
Monitoring Activities on a Pursuit
Within each Pursuit, under the activity tab, you can view both actions taken by your team as well as actions committed by Federal personnel on the Pursuit’s underlying Opportunity, Grant, or Award.
The information in this panel allows you to monitor activities taken toward working the Pursuit, as well as updates and changes to the Opportunity so you can react quickly.
Moving Pursuits through the Pipeline Stages
The Pipeline Stages progress from left to right. There are multiple ways to move your Pursuit through the stages of your Pipeline.
Drag the Pursuit between Stages on the Pipeline page Position your cursor over the Pursuit card in any Pipeline Stage, click and hold, and then drag the Pursuit to the desired Stage.
Edit the Pursuit and update the Stage on the Pipeline & Stage tab Access the Pursuit, then click Edit to change the Stage (and/or Pipeline) from the Pipeline & Stage tab.
Click a new stage in the Pipeline Progress section at the center of the page:
Reviewing Pipeline Performance Reports
GovTribe aggregates your Pursuits activity and status, providing several useful visual reports. These reports are accessed on your main dashboard page:
For more details on reporting, see Pipeline Performance Reporting.
Closing Out a Pursuit
There are three ways to close out a Pursuit. You can mark it:
Won
Lost, or
Abandoned
When you mark a Pursuit in any of these three options, the Pursuit no longer appears in your Pipeline. However, it is still accessible on your Pursuits page (Main Menu >> My GovTribe >> Pursuits), when you Filter by the appropriate Stage.
To close out a Pursuit:
Step 1. From your Pipeline Page, click the arrow next to the Edit button for the appropriate Pursuit, and select Won, Lost, or Abandoned.
The Pursuit will be removed from the Pipeline, but can still be accessed on your Pursuits page using filters.
The Won/Lost/Abandoned Stats
The Won/Lost/Abandoned statistics is displayed at the top of your Pipeline on the right hand side.
As you mark completed Pursuits as Won, Lost, or Abandoned, GovTribe calculates and displays the dollar-value percentages, helping you understand your Pipeline performance.
For example, in the Pipeline above shows:
50% of pursuits within this pipeline were tagged as won.
25% of pursuits within this pipeline were tagged as lost.
and another 25% of pursuits within this pipeline were tagged as abandoned.
Your Pursuits in Won, Lost, or Abandoned status must have a win percentage and estimated value defined in order for the system to calculate values and include the data in this bar.
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