Platform
How should a contract pipeline be organized?
A pipeline is where each pursuit lives: the notice, the bid or no-bid, the draft, and the submission. It matches the path we walk with clients.
Small firms lose notices in inboxes. The fix is dull: one row per opportunity, the agency, the due date, the owner on your team, and the next action.
Stages that match the work
A practical set is: new, reading, bid, pass, writing, submitted, and closed. Rename them if your team uses other words. Do not add a stage called “won” until the agency has said so in a document you can file.
The sample panel on the home page is a picture of this idea. It is not a live account, and it does not show dollar totals. We do not publish pipeline value as a company statistic.
What to write in the row
Link the notice. Note the NAICS and set-aside. Note whether you are bidding as a prime or hoping to subcontract. A subcontract pursuit is a different conversation, with a prime, and it still needs a date.
When the date passes, close the row. A pipeline that never closes is a scrapbook.
From here, a row marked “writing” belongs in proposal tools. A row you have not read belongs back in search.