Get the Most Out Of Your Free Trial
Where to concentrate your attention during your GovTribe free trial
Individuals and companies use GovTribe in a variety of ways. While your use of the platform may vary depending on a number of factors, the following tips help you identify actions you can take that will best demonstrate GovTribe features that may benefit you most.
Get to Know Your Dashboard
The first thing you see after logging in to your account is your Dashboard, which gives you a bird’s-eye view of everything you and your team are working on.
At first, your Dashboard will not include much information, but the more you use GovTribe, the more useful it will become to you as it is populated with data. Follow the remaining steps below and it will fill up in no time!
Learn More about Your Dashboard
Invite Your Colleagues to Collaborate
Your 14-day free trial is on GovTribe's Standard Plan, which allows you to collaborate with up to 5 users. To try the team sharing features on GovTribe, invite some of your colleagues to participate in the trial with you.
Learn how to Invite Colleagues
Add Your Favorites
The “heart” button can be clicked to “Favorite” various items throughout GovTribe:
This button appears on every NAICS Category, PSC Category, Agency, Vendor, Contract Vehicle, and Grant Program page on the site. The number shown next to the button indicates the number of times the item has been Favorited in GovTribe, giving you an idea of the popularity of that item.
Use the Favorite button to indicate preferred NAICS codes, target Agencies, any contracting vehicles you are on, or contracting officers that you work with.
Favorited items can be quickly added to filters when conducting any search. They also help GovTribe “learn” which opportunities are relevant to your company, which helps us suggest targeted opportunities to you on your Dashboard.
Search for Opportunities
Most GovTribe users are interested in learning about or bidding on federal contract (or grant) opportunities. GovTribe makes searching for opportunities very easy.
To search for Opportunities:
Step 1. Go to Main Menu >> Opportunities >> Federal Contract Opportunities (take me there) or Federal Grant Opportunities (take me there) .
A Search Page will be presented, allowing you to search for Opportunities relevant to your business. Using filters, you can search by Federal Agency, NAICS category, posting date or response due date, set-aside, and much more.
You can also add a keyword search (or a solicitation number) in the main search bar at the top of the page. Use quotes for an exact phrase search.
Learn About Searching in GovTribe
Learn About Finding Opportunities
Create a Saved Search
GovTribe allows you to easily save search criteria that you will use often. Furthermore, GovTribe will send Notifications when your Saved Search produces new results.
Step 1. Once you have constructed a search on one of the opportunity search pages, simply click the Save icon.
Step 2. Name your Saved Search and set your email notification preferences, then click Save.
Learn About Using Saved Search and Email Notifications
Create a Pipeline
Pipelines in GovTribe are customizable workflow tools that you can use to collaboratively manage your business development activities with a team. For example, business development activities can include opportunity identification, opportunity research, proposal development, proposal review, and projections reporting.
You can create a custom Pipeline from scratch, or use and/or customize one of GovTribe’s Pipeline Templates.
Learn How to Create a Pipeline
Add Pursuits to a Pipeline
As you identify Opportunities you wish to consider for possible bid, you can easily add them directly to a Pipeline as Pursuits. Each Pursuit becomes a collaboration space for an individual opportunity review and proposal development effort.
You can either add a found Opportunity as a new, standalone Pursuit, or you can link it to an existing Pursuit.
Learn How to Add Pursuits to a Pipeline
Assign Tasks to your Team Members
GovTribe offers a complete Task management system, allowing you to create and assign Tasks to colleagues on your account. Tasks can be created within any Pursuit, assigned to a team member, and tracked against due dates. Any user can also manage their own Tasks across the entire account through the Task viewer.
Tasks are created and managed on the Tasks tab of any Pursuit in any of your Pipelines.
Fill out all fields in the pop-up modal that appears. The Name, Due Date, and Owner (the person responsible for completing the task) are required. You can also add a description and tags, which are useful when searching or filtering Tasks.
Learn How to Create and Manage Tasks
Research Contract and Grant Awards
In addition to current contract and grant opportunities, GovTribe also contains information about contract and grant award spending. You can use this information to research a market segment, find information about currently active or upcoming expiring contracts or grants, or investigate competitors and incumbents.
Award information is searchable via four search pages on GovTribe, sorted under the Awards section of the navigation menu.
The first three items of this menu section are related to federal contracts, and enable you to search the three levels of the Federal Contract Award Data Hierarchy. The fourth item enables you to search Grant Awards.
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