Dashboard Overview

The Dashboard is your Company Command Dashboard — a single page that condenses your pipeline, your performance, and the market around you. Everything on it is driven by real data from your workspace; panels show honest empty states until the underlying data exists.

The toolbar

Two controls sit at the top of the page:

• Data source — switch the market panels between Federal and Québec procurement data
• Layout preset — choose between Overview, Briefing, and Terminal arrangements

Both choices are remembered between visits. See Layout Presets for how the three arrangements differ.

Greeting and daily brief

The header greets you by name, shows the date, and summarizes your position in one line — your company, active pursuits, pipeline value, and what closes this month. Two quick actions sit beside it: Run analysis (to Analytics) and Find tenders (to Opportunities).

Below the KPIs, the Daily Brief banner condenses your day into a short narrative built from your own numbers: what closes within 30 days and what leads that list, what you are pursuing and at what win rate, and what remains to finish on your company profile.

The KPI band

Five indicators summarize your bid operation:

• Pipeline value — total estimated value of your active pursuits
• Win rate — won versus lost outcomes, with the recent trend in points
• Active pursuits — opportunities currently in play, against your tracked total
• Closing ≤ 30 days — how many opportunities close within a month, and the value at stake
• Profile readiness — how complete your company profile is, with outstanding items counted

The panels

The dashboard composes nine panels; which ones appear, and at what size, depends on the layout preset.

Market snapshot Total award value and award count for the selected jurisdiction over 12 months, a value trend line, and the top-3 vendor share with a concentration rating. When one of your profile-selected industries matches the data, the panel scopes to that sector.

Win / loss trend Monthly won and lost bids over the trailing months, with your headline win rate.

Upcoming deadlines Your tracked opportunities ordered by closing date, with value, status, and days remaining, color-coded by urgency.

Competitor share Vendor market share within each procurement industry you selected in your company profile, with a pill switcher per industry. Your own company is highlighted when it appears in the ranking, and each row links to the vendor's analytics page.

Capability match Win rates by category derived from your recorded bid outcomes, split into strengths and gaps, with an overall fit score.

Profile readiness Your company profile completion score and a checklist of remaining sections.

Pipeline funnel Your opportunities by pipeline stage — Identified, Evaluating, Bidding, Submitted, Won — with counts and value per stage.

Incumbents to watch Contracts in the selected jurisdiction ending within 12 months — vendor, buyer, value, and days until end — scoped to your domains when possible. Expiring incumbent contracts are re-bid openings.

Recent activity A feed of recent events in your tracked segments: new tenders, awards, and amendments.

Feeding the dashboard

The fastest way to a useful dashboard:

1. Complete your company profile and select your procurement industries — this scopes the market, competitor, and incumbent panels to your world.
2. Track opportunities — deadlines, pipeline value, and the funnel come from the opportunities you manage.
3. Record outcomes — marking pursuits won or lost powers the win rate, trend, and capability panels.

Next steps

• Layout Presets — Overview, Briefing, and Terminal in detail
• Analytics — the full market intelligence section behind the market panels
• Opportunities — the pipeline the dashboard reflects