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
NASA STEM Education Services Qualified
RFI Expected: Feb 15, 2024 | $480K | 85% Win Prob
DOE Renewable Energy Research Proposal
Due: Jan 28, 2024 | $720K | 70% Win Prob
NSF Technology Transfer Support Lead
RFI Released: Dec 20, 2023 | $350K
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Proposal Management
Active Proposals
NASA STEM Education
Due: Feb 15, 2024
DOE Renewable Energy
Due: Jan 28, 2024
EPA Environmental Study
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
James Thompson
DOE – Contracting Officer
Recent Interactions
Call with Dr. Martinez
Yesterday
Email to James Thompson
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%
Innovation Partners Inc
Win Rate: 38%
Federal STEM Corp
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:
  1. Paste your API keys and credentials in the fields above.
  2. Click Save Settings. Your keys are stored only in your browser (private, not uploaded).
  3. Tools like AI Proposal Assistant and SAM.gov integration will use the keys you save here.
  4. Click Clear All to remove keys from your browser instantly.
  5. 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.