Dashboard Overview
Active Pursuits
12
Total Value: $2.3M
Proposals Due
4
Within 30 days
Win Rate
65%
Last 12 months
Pipeline Value
$4.2M
Qualified opportunities
Opportunity Pipeline Tracking
Leads
$1.2M Total
Qualified
$1.8M Total
Proposal
$930K Total
Award
$650K Total
Proposal Management
Active Proposals
NASA STEM Education
Due: Feb 15, 2024
Due: Feb 15, 2024
DOE Renewable Energy
Due: Jan 28, 2024
Due: Jan 28, 2024
EPA Environmental Study
Due: Feb 5, 2024
Due: Feb 5, 2024
Team Workload
Sarah Johnson 85%
Michael Chen 72%
Emily Rodriguez 60%
David Kim 45%
Pipeline Management
Pipeline Health
Total Pipeline Value: $4.2M
Active Opportunities: 12
Conversion Rate: 65%
Upcoming Milestones
DOE Proposal Due: Jan 28
NASA RFI Expected: Feb 15
EPA Submission: Feb 5
Relationship Management
Key Contacts
Dr. Lisa Martinez
NASA – Program Manager
NASA – Program Manager
James Thompson
DOE – Contracting Officer
DOE – Contracting Officer
Recent Interactions
Call with Dr. Martinez
Yesterday
Yesterday
Email to James Thompson
2 days ago
2 days ago
Compliance Tracking
Registrations
SAM.gov
Active
CAGE Code
Active
WOSB Certification
Active
8(a) Certification
Expires 09/26
Expiration Alerts
SAM.gov Renewal
Due: 06/24
8(a) Certification
Due: 09/26
Compliance Score
94%
Overall Compliance
Competitive Intelligence
Top Competitors
TechAdvantage Solutions
Win Rate: 45%
Win Rate: 45%
Innovation Partners Inc
Win Rate: 38%
Win Rate: 38%
Federal STEM Corp
Win Rate: 32%
Win Rate: 32%
Win/Loss Analysis
AI Automation Tools
Solicitation Scrubber
AI-powered RFP analysis
- Extract key requirements
- Generate compliance matrix
- Identify risks/opportunities
Proposal Generator
AI-assisted writing
- Generate executive summaries
- Create technical approaches
- Develop win themes
Market Intelligence
Competitive analysis
- Track competitor activities
- Analyze market trends
- Identify opportunities
Quick Prompts
Pre-built AI prompts
- Opportunity analysis
- Risk assessment
- Competitive positioning
Compliance Checker
Automated verification
- FAR/DFARS compliance
- Requirement verification
- Document validation
NAICS Code Lookup
Find and verify NAICS codes
- Official NAICS search
- AI-powered suggestions
- Quick reference guide
Auto Reports
Automated summaries
- Weekly pipeline reports
- Performance summaries
- Trend analysis
Performance Analytics
Win/Loss Count
18/7
Total proposals
Proposal Success Rate
65%
Last 12 months
Avg Proposal Cost/Subm.
$12,500
Per submission
Pipeline Velocity
45 days
Average cycle time
Revenue per Employee
$185K
Annual average
Annual Revenue (Avg)
$2.8M
3-year average
Performance Metrics Overview
Settings & API Keys
How to Use Settings:
- Paste your API keys and credentials in the fields above.
- Click Save Settings. Your keys are stored only in your browser (private, not uploaded).
- Tools like AI Proposal Assistant and SAM.gov integration will use the keys you save here.
- Click Clear All to remove keys from your browser instantly.
- Never share your keys in public or email.
FAQ / Help
How do I save my API keys securely?
Go to the Settings section, paste your keys, and click Save. Keys are stored in your browser, not on any server.
How do I use the AI Proposal Assistant?
Enter your OpenAI API key in Settings. Then use the Proposal Generator tool in the AI Automation Tools section.
How can I fetch new opportunities from Sam.gov?
Enter your SAM.gov API key in Settings. Use the Opportunities section to fetch and review new solicitations.
How do I add a new event or meeting?
Use the calendar or Quick Actions buttons. For calendar sync, enter your Google Calendar API key in Settings.
How do I export analytics?
Use "Export" in Quick Actions or download reports from the Performance Analytics section.
Who do I contact for technical help?
Contact your admin or dashboard developer, or refer to the user guide. For AI or API issues, check your keys and documentation.