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Market Overview Widgets

Deep dive into market intelligence widgets for procurement trends, category analysis, and opportunity forecasting

Updated 2026-03-3033 min read

Market Overview Widgets

Market Overview widgets provide intelligence on the broader procurement landscape. These widgets help you understand market dynamics, identify trends, spot emerging opportunities, and make data-driven decisions about where to focus your business development efforts.

This guide provides in-depth coverage of each Market Overview widget, including configuration strategies, interpretation techniques, and practical use cases based on real procurement scenarios.

Why Market Intelligence Matters

Understanding the market is fundamental to procurement success. Market intelligence informs:

Strategic planning:

  • Which categories are growing (invest) vs. declining (divest)?
  • Which agencies are most active (focus BD efforts)?
  • What's the total addressable market (TAM) for business case planning?

Competitive positioning:

  • Is the market becoming more competitive (more players) or consolidating (fewer big players)?
  • Are there underserved niches (low competition, moderate volume)?
  • Where do competitors focus (avoid) or ignore (pursue)?

Opportunity qualification:

  • Is this a typical opportunity for this agency or an outlier?
  • Does this category align with market trends (riding momentum) or go against them (risky)?
  • What's the historical win rate for this type of procurement?

Market Overview widgets surface this intelligence without manual research, saving hours of data gathering and analysis.

Tip

First-time users: Spend 30 minutes exploring Market Overview widgets to build market context before diving into specific opportunities. Understanding the landscape helps you spot which opportunities are worth pursuing vs. which are distractions.


Market Snapshot Widget

Overview

The Market Snapshot widget is your "state of the market" summary—a single-pane view of key market metrics. It's designed to answer the question: "What's happening in the procurement market right now?"

Primary use case: Executive briefings, morning check-ins, quick market pulse

Typical position: Top-left of dashboard (most visible location)

Refresh rate: 15 minutes (balances freshness with performance)

What It Displays

The Market Snapshot shows five key metrics in a card-based layout:

  1. Total Active Opportunities

    • Count of open solicitations in your scope (filtered or all opportunities)
    • Change indicator: +12% vs. previous period (green up arrow)
    • Example: "1,247 opportunities" (+12% vs. last 30 days)
  2. Total Market Value

    • Sum of all active opportunity values
    • Change indicator: +23% vs. previous period
    • Example: "$8.3B" (+23% vs. last 30 days)
  3. Average Opportunity Value

    • Total market value ÷ total opportunities
    • Indicates if market is shifting toward larger or smaller deals
    • Example: "$6.7M" (-9% vs. last 30 days)
  4. Active Competitor Count

    • Number of unique vendors bidding on opportunities in scope
    • Proxy for market competitiveness
    • Example: "342 active competitors" (+5% vs. last 30 days)
  5. Trending Category

    • Category with largest week-over-week growth in opportunity count
    • Helps identify emerging hot markets
    • Example: "IT Services (+45% opportunities)"

Visual design:

Each metric appears as a large number with:

  • Metric name (e.g., "Total Opportunities")
  • Current value (e.g., "1,247")
  • Change vs. previous period (e.g., "+12%")
  • Sparkline chart showing last 30 days of trend

Configuration Options

OptionValuesDefaultDescription
Time range7d, 30d, 90d, 1y30dPeriod for calculating metrics
Comparison periodPrevious period, Previous year, NonePrevious periodWhat to compare against for change indicators
ScopeAll opportunities, Saved searches, WatchlistAll opportunitiesFilter to specific opportunity sets
Value thresholdAny, >$100K, >$500K, >$1M, >$5MAnyMinimum opportunity value to include
Include closedYes, NoNoWhether to include awarded/canceled opportunities
CategoriesAll, Custom selectionAllFilter to specific procurement categories
AgenciesAll, Custom selectionAllFilter to specific agencies

Advanced settings:

  • Currency: USD, CAD, EUR (default: USD)
  • Trending metric: Opportunities (count) or Value (dollars) for "Trending Category"
  • Competitor threshold: Minimum bids to count as "active" competitor (default: 1)

Interpretation Guide

Reading the snapshot:

Total Opportunities: 1,247 (+12% ↗)
Total Value: $8.3B (+23% ↗)
Avg Value: $6.7M (-9% ↘)
Active Competitors: 342 (+5% ↗)
Trending Category: IT Services (+45%)

What this tells you:

  1. Market is heating up (+12% opportunities, +23% value): More procurement activity overall, likely due to fiscal year timing or new funding.

  2. Average deal size decreasing (-9%): More opportunities but smaller average value. This suggests an influx of small-to-medium contracts. Adjust strategy toward volume bidding vs. focus on a few large deals.

  3. Competition is increasing (+5% competitors): More vendors entering market. Expect lower win rates unless you differentiate.

  4. IT Services is hot (+45%): This category is surging. If you have IT capabilities, prioritize IT Services pursuits. If not, consider adding IT capabilities or partnering with IT firms.

Strategic implications:

  • Resource planning: +12% opportunities means 12% more proposals to review. Plan for increased proposal team capacity.
  • Pipeline value: Even with smaller average deals, +23% total value means strong revenue opportunity if you can scale to handle volume.
  • Competitive strategy: With more competitors, focus on differentiation (technical superiority, past performance, unique capabilities) rather than just price.
  • Category focus: Reallocate BD effort toward IT Services to ride the growth wave.

Use Case Examples

Example 1: Executive Morning Briefing

Scenario: CEO wants a 2-minute market update every morning.

Dashboard setup:

  • Market Snapshot (12 cols, top of dashboard, full width)
  • Time range: 30d (monthly pulse)
  • Scope: All opportunities
  • Comparison: Previous period

Workflow:

  1. Open dashboard (Market Snapshot is first thing CEO sees)
  2. Read five metrics in 30 seconds
  3. Note any significant changes (>10% shifts)
  4. Click trending category to drill into detail if needed

Time investment: 2 minutes

Outcome: CEO understands market pulse and can make informed comments in leadership meetings ("Market is up 23% this month, driven by IT Services surge").


Example 2: Category Manager Tracking

Scenario: You manage IT Services category and need to track your category's health weekly.

Dashboard setup:

  • Market Snapshot (4 cols, left column)
  • Time range: 7d (weekly tracking)
  • Categories: IT Services only (filter)
  • Comparison: Previous year (YoY growth)

Workflow:

  1. Check Market Snapshot every Monday morning
  2. Compare current week to same week last year
  3. Track trends: Is IT Services growing or declining YoY?
  4. Adjust category strategy based on trends

Key metric: Total opportunities in IT Services. If declining YoY, investigate why (budget cuts? category shift to different classification?).


Example 3: Market Entry Analysis

Scenario: You're considering entering a new geographic market (West Coast) and need to size the opportunity.

Dashboard setup:

  • Market Snapshot (6 cols, center)
  • Time range: 1y (annual view for stable estimate)
  • Scope: All opportunities
  • Agencies: Filter to West Coast agencies (DOE, NASA, various West Coast states)

Workflow:

  1. Configure Market Snapshot with West Coast filter
  2. Review total market value and opportunity count
  3. Compare to your current market (East Coast) using second Market Snapshot widget side-by-side
  4. Assess: Is West Coast market large enough to justify office opening?

Decision criteria:

  • Total value >$100M annually → Warrants dedicated BD effort
  • Total value >$500M annually → Consider opening satellite office
  • Total value <$100M annually → Pursue remotely, no physical presence needed

Best Practices

1. Match time range to your planning horizon

  • Daily operations: 7d (very recent activity)
  • Weekly reviews: 30d (monthly trends)
  • Quarterly planning: 90d (quarterly view)
  • Annual strategy: 1y (long-term trends)

Don't use 7d time range for strategic planning (too noisy). Don't use 1y for daily ops (too slow to reflect changes).

2. Use filters to create focused snapshots

Instead of one generic Market Snapshot, consider multiple filtered snapshots:

  • Your Core Market: Categories you typically pursue, agencies you target
  • Adjacent Market: Categories/agencies you're considering entering
  • Competitive Benchmark: Same filters as your top competitor (understand their market)

Three side-by-side Market Snapshots (4 cols each) give you core market, adjacent market, and competitive view in one glance.

3. Watch for anomalies in average value

If average value spikes or drops >20% suddenly, investigate:

  • Spike: Did a mega-opportunity (>$100M) get posted? This skews average; consider filtering to <$10M to see typical market.
  • Drop: Are small opportunities flooding the market? Is there a new set-aside program creating many small contracts?

Anomalies are either data artifacts (outliers) or real market shifts. Determine which.

4. Leverage trending category

Trending category highlights where momentum is building. Even if it's not your core category, consider:

  • Adjacent opportunity: Can you expand capabilities into trending category?
  • Teaming: Partner with firms in trending category to access growth
  • Competitive intel: Are competitors shifting to trending category (leaving gaps in your core category)?

5. Benchmark active competitors

Track active competitor count over time:

  • Increasing: Market becoming more competitive (harder to win)
  • Decreasing: Market consolidating (fewer but larger players)
  • Stable: Mature market with established players

Adjust strategy: In increasing-competition markets, focus on differentiation. In decreasing-competition markets, focus on scale and efficiency to outlast competitors.

Warning

Comparison period matters: "Previous period" compares last 30 days to prior 30 days (e.g., March vs. February). This is great for recent trends but can be misleading due to seasonality. "Previous year" compares last 30 days to same 30 days last year (e.g., March 2026 vs. March 2025), which accounts for seasonality. Use previous year for seasonal markets (government fiscal year, construction seasons, etc.).


Overview

The Market Trends widget visualizes procurement activity over time using time-series charts. It answers: "How has the market changed over the past months/years, and what patterns exist?"

Primary use case: Identifying seasonal patterns, measuring growth/decline, forecasting future activity

Typical position: Center of dashboard (medium-large size for chart visibility)

Refresh rate: 1 hour (historical data changes slowly)

What It Displays

The Market Trends widget shows one or two time-series charts:

  1. Opportunity Count Over Time

    • Line chart: X-axis = date, Y-axis = number of opportunities posted
    • Granularity: Daily, weekly, or monthly data points
    • Example: Line chart showing weekly opportunity counts from Jan 2025 to March 2026
  2. Market Value Over Time (optional, can be hidden)

    • Area chart: X-axis = date, Y-axis = total value of opportunities posted
    • Stacked or overlaid with opportunity count chart
    • Example: Area chart showing monthly total market value from Jan 2025 to March 2026

Additional overlays (optional):

  • Comparison period: Overlay previous year's data (e.g., 2025 line vs. 2026 line)
  • Moving average: Trendline showing 7-day, 30-day, or 90-day moving average (smooths noise)
  • Annotations: Mark significant events (budget releases, policy changes, fiscal year end)

Configuration Options

OptionValuesDefaultDescription
Time range3m, 6m, 1y, 2y, All time6mHistorical period to display
GranularityDaily, Weekly, MonthlyWeeklyData point frequency
MetricCount, Value, BothBothShow opportunity count, value, or both
Chart typeLine, Area, BarLine (count), Area (value)Visualization style
Compare toNone, Previous period, Previous yearNoneOverlay comparison data
Moving averageNone, 7-day, 30-day, 90-dayNoneTrendline smoothing
CategoriesAll, Custom selectionAllFilter to specific categories
AgenciesAll, Custom selectionAllFilter to specific agencies
Value rangeAll, <$1M, $1M-$10M, >$10MAllFilter by opportunity size

Advanced settings:

  • Y-axis scale: Linear (default) or Logarithmic (for wide value ranges)
  • Annotations: Enable/disable event markers (fiscal year end, major policy changes)
  • Smoothing: Apply LOWESS smoothing to reduce noise in daily data

Interpretation Guide

Identifying patterns:

1. Seasonal cycles

Government procurement follows predictable seasonal patterns:

  • Q4 surge (Jul-Sep): End of federal fiscal year (Sept 30). Agencies rush to spend budgets. Expect 30-50% increase in opportunity volume.
  • Q1 lull (Oct-Dec): New fiscal year begins, budgets not yet allocated, plus holidays. Expect 20-30% decrease.
  • Q2-Q3 steady (Jan-Jun): Steady activity as agencies execute annual plans.

Example chart interpretation:

[Chart shows clear peaks in Aug-Sep every year, troughs in Nov-Dec]

Insight: This is normal government fiscal year pattern. Plan proposal team capacity accordingly:

  • Hire temp staff in Jul-Aug for Q4 surge
  • Use Oct-Dec for training, process improvement, strategic planning (light proposal volume)
  • Maintain steady capacity Q2-Q3

2. Growth or decline trends

Compare year-over-year to identify multi-year trends:

Example:

2024: Avg 180 opportunities/month
2025: Avg 210 opportunities/month (+17%)
2026: Avg 240 opportunities/month (+14%)

Insight: Market is growing 14-17% annually. This is a healthy, expanding market. Invest in growth (hire, expand capabilities) to capture market share. If you're growing <14%, you're losing relative market share.

3. Anomalies and disruptions

Look for sudden spikes or drops:

Example:

[Chart shows normal activity Jan-Feb 2026, sudden 70% drop in March 2026]

Investigate: What caused March drop?

  • Government shutdown?
  • Major policy change (e.g., procurement freeze)?
  • Data issue (source not updating)?

Check news, agency announcements, or contact your BD network to understand anomalies.

4. Value vs. count divergence

When opportunity count and value move in opposite directions:

Example:

Q1 2026: Opportunity count +15%, Market value -10%

Interpretation: More opportunities but lower total value → Average deal size is decreasing significantly. Market shifting toward smaller contracts.

Strategic implication: Adjust from large-deal focus (RFPs >$5M) to volume bidding strategy (many smaller RFPs <$1M). This requires different proposal team structure (more PMs, less deep technical writing).

Use Case Examples

Example 1: Capacity Planning for Q4 Surge

Scenario: You need to plan proposal team staffing for the next 6 months.

Dashboard setup:

  • Market Trends (8 cols, wide for chart detail)
  • Time range: 2y (shows two complete fiscal year cycles)
  • Granularity: Monthly
  • Metric: Count (opportunity count drives proposal volume)
  • Compare to: Previous year (overlay 2025 vs. 2024)

Workflow:

  1. Review chart showing Aug-Sep peaks
  2. Note peak month volumes: Aug 2025 = 340 ops, Sep 2025 = 380 ops (vs. avg 200 ops/month)
  3. Calculate required capacity: 380 ops = 90% increase over baseline = need to scale team by 90%
  4. Plan hiring: Bring on 3 temp proposal managers in July (lead time to onboard before surge)

Outcome: Team prepared for Q4 surge, no missed opportunities due to capacity constraints.


Example 2: Market Entry Timing

Scenario: You're planning to enter the cybersecurity services market. When should you launch?

Dashboard setup:

  • Market Trends (6 cols)
  • Time range: 2y
  • Granularity: Monthly
  • Categories: Cybersecurity services only
  • Metric: Value (revenue opportunity is key metric for business case)

Workflow:

  1. Review cybersecurity market value trends over 2 years
  2. Identify seasonal peaks (when do most cybersecurity RFPs release?)
  3. Plan market entry 2-3 months before peak to build pipeline

Example insight:

[Chart shows cybersecurity RFPs peak in May-June every year]

Strategy: Launch cybersecurity service line in March. Use March-April to build capability statements, hire cleared staff, establish partnerships. By May peak, you're ready to pursue opportunities.

Don't launch in July (after peak)—you'll miss the surge and wait 10 months for next year's peak.


Example 3: Competitive Landscape Analysis

Scenario: You want to understand if the market is becoming more or less competitive.

Dashboard setup:

  • Market Trends (6 cols)
  • Time range: 2y
  • Granularity: Quarterly (smooths noise)
  • Metric: Custom metric = Opportunities per active competitor (requires advanced config)
  • Calculate: Opportunity count ÷ active competitor count

Workflow:

  1. Review "opportunities per competitor" trend
  2. Increasing trend = market growing faster than competitors (less competitive per opportunity)
  3. Decreasing trend = competitors growing faster than market (more competitive per opportunity)

Example insight:

Q1 2024: 200 ops ÷ 250 competitors = 0.80 ops/competitor
Q1 2025: 220 ops ÷ 310 competitors = 0.71 ops/competitor
Q1 2026: 240 ops ÷ 380 competitors = 0.63 ops/competitor

Interpretation: Market growing (+20% ops in 2 years) BUT competitors growing faster (+52% competitors). Result: Each competitor has 21% fewer opportunities to pursue. Market is becoming more competitive.

Strategic implication: Differentiate or exit. Commodity bidding will yield declining win rates as competition intensifies. Invest in unique capabilities (certifications, cleared workforce, specialized tech) to stand out.


Best Practices

1. Match granularity to time range

  • Daily: Only use for time ranges <3 months (otherwise chart is too noisy)
  • Weekly: Good for 3-12 month time ranges
  • Monthly: Best for 1-2 year time ranges
  • Quarterly: Use for >2 year time ranges

Daily data over 2 years = 730 data points = unreadable chart. Monthly data over 2 years = 24 data points = clear trends.

2. Use moving average to spot true trends

Daily and weekly data can be noisy (random fluctuations). Enable 30-day moving average to see the underlying trend:

[Jagged line = daily data]
[Smooth line = 30-day moving average]

If moving average is trending up, market is growing (ignore daily noise). If flat, market is stable.

3. Compare to previous year, not previous period

Government procurement is highly seasonal. Comparing March to February (previous period) is misleading—February is always low due to holidays, so March looks artificially strong.

Compare March 2026 to March 2025 (previous year) to account for seasonality. This shows true YoY growth.

4. Annotate significant events

Enable annotations to mark events that explain anomalies:

  • Fiscal year end (Sept 30)
  • Government shutdowns
  • Major policy changes (e.g., new small business set-aside program)
  • Budget releases

Annotations help distinguish signal (real market change) from noise (temporary disruption).

5. Create category-specific trend widgets

Instead of one overall Market Trends widget, create category-specific widgets:

  • IT Services Trends
  • Construction Trends
  • Professional Services Trends

Place side-by-side (4 cols each) to compare category performance. You might discover IT Services growing 30% YoY while Construction declining 10% YoY—this guides category prioritization.

Success

Advanced technique: Export Market Trends data to Excel for regression analysis. Fit a linear trendline to historical data to forecast future months. This provides quantitative forecasts (e.g., "Expect 250 opportunities in Q2 2026 based on 15% annual growth rate").


Category Distribution Widget

Overview

The Category Distribution widget breaks down the procurement market by category (NAICS codes, service types, product classifications). It answers: "Where is the procurement activity concentrated, and how does my capability portfolio align with the market?"

Primary use case: Portfolio analysis, capability planning, diversification assessment

Typical position: Right side of dashboard (supporting context for other widgets)

Refresh rate: 1 hour

What It Displays

The Category Distribution widget shows market composition in three visualization modes:

  1. Pie Chart

    • Each slice = one procurement category
    • Slice size = percentage of total (by count or value)
    • Example: IT Services = 28% (largest slice), Professional Services = 22%, Construction = 15%, etc.
  2. Bar Chart (alternative to pie chart)

    • Horizontal or vertical bars
    • Bar length = count or value for each category
    • Sorted by size (descending) or alphabetically
    • Example: Bar chart showing IT Services at 349 opportunities, Professional Services at 274, etc.
  3. Table View (most detailed)

    • Sortable table with columns: Category, Count, Value, Percentage
    • Example:
CategoryCountValue% of Total
IT Services349$2.1B28%
Professional Services274$1.5B22%
Construction187$1.8B15%

Configuration Options

OptionValuesDefaultDescription
MetricCount, ValueCountShow number of opportunities or total dollar value
Chart typePie, Bar, TablePieVisualization style
Top N5, 10, 15, 20, All10Limit to top N categories (others grouped as "Other")
Sort byCount, Value, NameCountSorting method for bar chart and table
Time range30d, 90d, 1y, All time90dPeriod for aggregation
Include "Other"Yes, NoYesGroup categories below Top N into "Other" category
AgenciesAll, Custom selectionAllFilter to specific agencies
Value rangeAll, <$1M, $1M-$10M, >$10MAllFilter by opportunity size

Advanced settings:

  • Category taxonomy: NAICS (6-digit codes), PSC (Product Service Codes), or Custom (your org's categories)
  • Color scheme: Default, Category-specific (IT = blue, Construction = orange, etc.)
  • Drill-down: Enable clicking category to filter entire dashboard to that category

Interpretation Guide

Understanding your market composition:

Example distribution:

CategoryCountValueAvg ValueYour Capability
IT Services349 (28%)$2.1B (25%)$6.0MStrong
Professional Services274 (22%)$1.5B (18%)$5.5MModerate
Construction187 (15%)$1.8B (22%)$9.6MWeak
Facilities Management149 (12%)$890M (11%)$6.0MModerate
Medical Equipment99 (8%)$670M (8%)$6.8MNone
...

Key insights:

1. Market size by category

IT Services and Professional Services dominate opportunity count (28% + 22% = 50% of market). If you're not pursuing these categories, you're missing half the market.

2. Average value by category

Construction has highest average value ($9.6M) despite moderate opportunity count. If you can win just a few Construction contracts, revenue impact is significant.

Medical Equipment has 8% opportunity count but also 8% value → average deal size is market average. No premium or discount for this category.

3. Capability alignment

You're strong in IT Services (28% of market, your strong suit) → good alignment. Focus here.

You're weak in Construction (15% of market, 22% of value, your weak area) → either build Construction capability (high ROI given avg deal size) or accept gap.

4. Diversification assessment

If 80% of your revenue comes from IT Services (28% of market), you're well-positioned (large market). But you're vulnerable to IT Services downturns.

Consider diversifying into Professional Services (22% of market, moderate capability). This hedges risk without entering entirely new category.

Use Case Examples

Example 1: Capability Gap Analysis

Scenario: You want to identify underserved categories where you could expand.

Dashboard setup:

  • Category Distribution (6 cols)
  • Metric: Value (revenue potential)
  • Top N: 20 (comprehensive view)
  • Sort by: Value (highest revenue categories first)

Workflow:

  1. Review category distribution sorted by value
  2. Identify top-value categories where you have weak or no capability
  3. For each gap category, assess:
    • Market size (is it worth entering?)
    • Barriers to entry (certifications, past performance, capital equipment?)
    • Competitive intensity (HHI Index for this category)
  4. Prioritize 1-2 categories for capability development

Example insight:

Top categories by value:
1. IT Services: $2.1B (your capability: Strong) ✓ Aligned
2. Construction: $1.8B (your capability: Weak) ⚠️ Gap
3. Professional Services: $1.5B (your capability: Moderate) ✓ Aligned
4. Facilities Management: $890M (your capability: Moderate) ✓ Aligned
5. Medical Equipment: $670M (your capability: None) ⚠️ Gap

Decision: Construction is #2 by value ($1.8B) and you're weak. High ROI to build Construction capability. Barriers to entry:

  • Need licensed PMs (hire or partner)
  • Need bonding capacity (financial)
  • Need past performance (team with established firm initially)

Plan: Establish teaming agreement with Construction firm to build past performance, then organic capability in 2-3 years.

Medical Equipment (#5, $670M) is smaller and highly specialized. Probably not worth entering unless strategic fit.


Example 2: Market Share Benchmarking

Scenario: You want to understand your market share by category.

Dashboard setup:

  • Category Distribution (6 cols)
  • Metric: Count
  • Chart type: Table (detailed view)
  • Top N: All

Workflow:

  1. Export Category Distribution table to Excel
  2. Add column: Your wins in each category (from internal data)
  3. Calculate market share: Your wins ÷ Total opportunities in category
  4. Identify categories with high market share (strong) and low market share (weak or opportunity)

Example analysis:

CategoryTotal OpsYour WinsMarket Share
IT Services3495215%
Professional Services274187%
Construction18732%

Insight: You have 15% market share in IT Services (strong) but only 7% in Professional Services and 2% in Construction. Options:

  • Dominate IT Services: Invest to grow from 15% to 20%+ market share (become category leader)
  • Grow Professional Services: You have 7% share in large market (274 ops)—growing to 10-12% is achievable and high impact
  • Ignore Construction: 2% share, weak capability, small opportunity count for you—not worth investment

Example 3: Agency-Specific Category Preferences

Scenario: You want to understand which categories a specific agency (DOD) prioritizes.

Dashboard setup:

  • Category Distribution (6 cols)
  • Agencies: Department of Defense only (filter)
  • Metric: Value (DOD budget allocation)
  • Top N: 10

Workflow:

  1. Filter Category Distribution to DOD opportunities
  2. Review category breakdown for DOD
  3. Compare to overall market (create second Category Distribution widget without filter)
  4. Identify categories DOD over-indexes vs. under-indexes

Example insight:

CategoryDOD %Overall Market %DOD Index
Cybersecurity35%8%4.4x
IT Services25%28%0.9x
Professional Services15%22%0.7x
Construction10%15%0.7x

Interpretation: DOD massively over-indexes on Cybersecurity (35% of DOD opportunities vs. 8% overall = 4.4x index). If you're pursuing DOD, cybersecurity is critical.

DOD under-indexes on Professional Services (15% vs. 22% overall). If you're a Professional Services firm, DOD may not be the best target—focus on civilian agencies instead.

Strategic implication: If targeting DOD, invest in cybersecurity capabilities (certifications, cleared staff, past performance). This is where DOD spends.


Best Practices

1. Use "Top 10" to avoid clutter

Government uses 50+ category codes (NAICS). Showing all 50 creates an unreadable pie chart.

Limit to Top 10 (which typically represents 70-80% of market). Group remaining categories as "Other."

2. Switch to table view for detailed analysis

Pie and bar charts are great for at-a-glance understanding. Table view is better for:

  • Exact numbers (not just visual proportions)
  • Sorting by multiple criteria
  • Exporting to Excel for deeper analysis

Use pie chart for dashboard (quick insight), table view for monthly reviews (detailed analysis).

3. Compare count vs. value

Run Category Distribution twice:

  • Widget 1: Metric = Count (which categories have most opportunities?)
  • Widget 2: Metric = Value (which categories have most revenue potential?)

Categories with high count but low value = many small opportunities (volume bidding). Categories with low count but high value = few large opportunities (selective, high-investment pursuits).

4. Set realistic Top N based on your capability breadth

If you're a specialist firm (1-2 core categories), Top 5 is sufficient—you only care about your core markets.

If you're a diversified firm (5+ categories), use Top 15-20 to see full landscape.

5. Use drill-down to explore categories

Enable drill-down: Click a category slice/bar to filter entire dashboard to that category.

Example: Click "IT Services" slice → All widgets (Trends, Competitors, Win Rate, etc.) filter to IT Services only.

This creates instant category-specific dashboards without manual filtering.

Tip

Category hygiene: Category Distribution is only as good as your category tagging. Ensure opportunities are tagged with standardized categories (use NAICS or PSC codes, not free-text descriptions). Inconsistent tagging (e.g., "IT Services" vs. "Information Technology" vs. "IT") creates artificial fragmentation.


Agency Activity Widget

Overview

The Agency Activity widget ranks government agencies by procurement activity, showing which agencies are most active and what they're buying. It answers: "Which agencies should I focus my business development efforts on?"

Primary use case: BD targeting, relationship prioritization, agency-specific analysis

Typical position: Right side or bottom half of dashboard

Refresh rate: 1 hour

What It Displays

The Agency Activity widget shows a ranked list of agencies with key metrics:

Ranked list:

RankAgency NameOpportunitiesTotal ValueAvg ValueYour Wins
1Dept of Defense (DOD)487$4.2B$8.6M12
2Dept of Health & Human Services (HHS)312$1.8B$5.8M8
3General Services Administration (GSA)289$1.1B$3.8M15
4Dept of Veterans Affairs (VA)201$980M$4.9M3
5NASA156$720M$4.6M1

Optional visualizations:

  • Bar chart: Horizontal bars showing opportunities or value per agency
  • Activity timeline: Calendar showing when each agency posts most opportunities (seasonal patterns)
  • Geographic map: Agencies color-coded by activity level

Configuration Options

OptionValuesDefaultDescription
MetricOpportunities, Value, BothOpportunitiesRanking criteria
Top N10, 20, 50, All20Number of agencies to display
Time range30d, 90d, 1y90dPeriod for activity calculation
Agency levelAll, Federal, State, LocalAllGovernment level filter
CategoriesAll, Custom selectionAllFilter to agencies in specific categories
Include "Your Wins"Yes, NoYesShow your historical wins at each agency
Sort byOpportunities, Value, Avg Value, Your WinsOpportunitiesSorting method

Advanced settings:

  • Activity timeline: Show monthly posting pattern for each agency
  • Agency type: Filter to specific agency types (Defense, Civilian, Intelligence, etc.)
  • Incumbent tracking: Highlight agencies where you're the incumbent on expiring contracts

Interpretation Guide

Example agency ranking:

AgencyOpsValueAvg ValueYour WinsInterpretation
DOD487$4.2B$8.6M12Largest procurer, you have some presence (12 wins) but low share (2.5%)
HHS312$1.8B$5.8M8Second largest, moderate share (2.6%)
GSA289$1.1B$3.8M15Third by ops, highest your share (5.2%)—strong relationship
VA201$980M$4.9M3Large procurer, weak presence (1.5%)—opportunity or challenge?
NASA156$720M$4.6M1Moderate size, minimal presence (0.6%)—niche or ignore?

Key insights:

1. Market size by agency

DOD is by far the largest procurer (487 ops, $4.2B = 2x larger than HHS). Any firm pursuing government work must consider DOD.

2. Your market position

You have 5.2% share at GSA (15 wins ÷ 289 ops) but only 2.5% at DOD (12 wins ÷ 487 ops). Despite more absolute wins at DOD, your relative position is stronger at GSA.

3. Growth opportunities

VA has 201 opportunities but you've won only 3 (1.5% share). This is either:

  • Opportunity: Large untapped market you should pursue
  • Challenge: You lack capabilities VA values (medical, benefits admin, etc.)

Investigate: What categories does VA procure? Do you have relevant capabilities?

4. Relationship strength

Agencies where your win share significantly exceeds market average = strong relationships. Prioritize defending these (don't lose incumbency) and expanding (more categories at same agency).

GSA at 5.2% share (vs. 2-3% at other agencies) suggests strong GSA relationships. Invest in maintaining them.

Use Case Examples

Example 1: BD Target Prioritization

Scenario: You have 2 BD managers and need to assign each to specific agency targets.

Dashboard setup:

  • Agency Activity (8 cols, wide table view)
  • Metric: Value (revenue potential)
  • Top N: 20
  • Include "Your Wins": Yes
  • Sort by: Value

Workflow:

  1. Review top 20 agencies by value
  2. Calculate "opportunity score" for each agency:
    • High value + low your share = high opportunity (untapped market)
    • High value + high your share = maintain (defend relationships)
    • Low value + low your share = ignore (not worth effort)
  3. Assign BD Manager 1 to top 3 high-opportunity agencies
  4. Assign BD Manager 2 to top 3 maintain agencies

Example assignments:

BD Manager 1 (Growth):

  • DOD: $4.2B value, 2.5% your share → Grow to 4-5%
  • VA: $980M value, 1.5% your share → Grow to 3-4%
  • DHS: $850M value, 0.8% your share → Establish presence

BD Manager 2 (Defend & Expand):

  • GSA: $1.1B value, 5.2% your share → Defend and grow to 7-8%
  • DOE: $670M value, 4.8% your share → Defend
  • NASA: $720M value, 0.6% your share → Evaluate feasibility (niche capabilities required?)

Example 2: Agency Seasonal Patterns

Scenario: You want to understand when specific agencies post opportunities to time your BD efforts.

Dashboard setup:

  • Agency Activity (12 cols, full width)
  • Enable "Activity timeline" advanced setting
  • Time range: 1y (full fiscal year)
  • Top N: 10

Workflow:

  1. Review activity timeline for each agency (monthly bars showing posting volume)
  2. Identify seasonal peaks for top target agencies
  3. Plan BD activities 2-3 months before peaks (build relationships before RFPs drop)

Example insights:

AgencyActivity Pattern
DODHeavy Q1 (Oct-Dec) and Q4 (Jul-Sep); Q2-Q3 moderate
HHSConsistent year-round; slight dip in Dec
GSASummer lull (Jun-Aug); peaks in Feb-Mar and Oct-Nov
VAHeavy Q4 (Jul-Sep); light rest of year

BD plan:

  • DOD: Engage in Aug-Sep (before Q1 RFPs) and May-Jun (before Q4 RFPs)
  • HHS: Steady BD year-round (no strong seasonality)
  • GSA: Focus BD Jan-Feb and Sep-Oct; take summer light (June-Aug)
  • VA: Intense BD May-Jun for Q4 surge; minimal effort rest of year

This optimizes BD time allocation—focus efforts when target agencies are most active.


Example 3: Competitive Agency Analysis

Scenario: You want to understand where you compete vs. where competitors dominate.

Dashboard setup:

  • Agency Activity (6 cols)
  • Metric: Opportunities
  • Include "Your Wins": Yes
  • Export to Excel for analysis

Workflow:

  1. Export agency activity data
  2. Add columns in Excel:
    • Competitor A wins at each agency (from competitive intelligence)
    • Competitor B wins at each agency
  3. Calculate share for you, Competitor A, Competitor B at each agency
  4. Identify agency "ownership":
    • Your strongholds (high your share, low competitor share)
    • Competitor strongholds (low your share, high competitor share)
    • Battleground agencies (everyone competitive)

Example analysis:

AgencyYour ShareCompetitor A ShareCompetitor B ShareClassification
DOD2.5%12%8%Competitor A stronghold
HHS2.6%3%2%Battleground
GSA5.2%2%1%Your stronghold
VA1.5%15%3%Competitor A stronghold
DOE4.8%5%8%Competitor B stronghold

Strategic implication:

  • Defend GSA: Your stronghold—invest to maintain 5%+ share
  • Compete at HHS: Battleground—grow share from 2.6% to 5% (achievable)
  • Avoid VA: Competitor A stronghold—they dominate with 15% share (likely due to medical capabilities or past performance you lack)
  • Collaborate at DOE: Competitor B stronghold—consider teaming with them for DOE pursuits rather than competing

This informs go/no-go decisions: Prioritize opportunities at GSA and HHS (your markets), be selective at DOD and DOE, avoid VA unless unique advantage.


Best Practices

1. Define "agency" granularity

Government has agencies at multiple levels:

  • Department-level: Dept of Defense, Dept of Health & Human Services (very broad)
  • Agency-level: Defense Logistics Agency, FDA, CDC (moderate)
  • Office-level: DLA Troop Support, FDA Center for Biologics (narrow)

Use department-level for high-level market sizing. Use agency-level for BD targeting (too broad to target "all of DOD"; practical to target "Defense Logistics Agency").

2. Cross-reference with Category Distribution

Agencies and categories are interrelated. High-activity agency may not be relevant if they don't buy your categories.

Example: VA is high-activity but focuses on medical equipment and benefits administration. If you're an IT Services firm, VA's raw activity count is misleading—filter to "IT Services only" to see relevant VA activity.

Create cross-matrix: Agency Activity × Category Filter

3. Track agency trends, not just absolute values

Agency ranked #10 this quarter but #5 last quarter = increasing activity (growing market). Agency ranked #3 this quarter but #3 for 5 years = stable market.

Enable "Trend" column (shows rank change vs. previous period) to spot rising/falling agencies.

4. Use "Your Wins" to identify relationship gaps

If you have 0 wins at a top-5 agency, you likely have no relationships there. This is a cold start problem—requires significant BD investment to break in.

Prioritize agencies where you have 1-3 wins (foothold) and can expand, rather than agencies where you have 0 wins (requires relationship building from scratch).

5. Combine with HHI Index

Agency activity (volume) doesn't tell you competitiveness. Use HHI Index filtered to specific agency to understand concentration:

  • DOD + HHI = 2,800 (high concentration) → Few large players dominate DOD
  • HHS + HHI = 1,200 (competitive) → Many firms compete at HHS

High-activity + high-concentration = difficult to break into. High-activity + low-concentration = more opportunity for newcomers.


Geographic Heatmap Widget

(Brief overview—less commonly used than other Market Overview widgets)

Overview

The Geographic Heatmap visualizes procurement activity across regions (states, cities, or custom geographic boundaries). It answers: "Where is procurement activity concentrated geographically?"

Primary use case: Regional expansion planning, office location decisions, logistics assessment

Configuration: Filter by metric (count, value), region granularity (state, county, ZIP code), and categories/agencies.

Interpretation: Darker regions = more activity. Identify clusters (e.g., DC/VA/MD federal concentration, California state procurement concentration, Texas major installations).

Use cases:

  • Deciding where to open satellite offices (high-activity regions)
  • Assessing geographic coverage gaps (regions with activity but no presence)
  • Logistics planning (can you support opportunities in distributed regions?)

Procurement Calendar Widget

(Brief overview—overlaps with Opportunity Discovery widgets)

Overview

The Procurement Calendar displays upcoming deadlines, solicitation releases, and procurement events on a calendar grid. It answers: "What procurement events are upcoming and when?"

Primary use case: Team coordination, capacity planning, deadline awareness

Configuration: Show all events, watchlist only, high-value only; deadline buffer (highlight deadlines within 7/14/30 days).

Use cases:

  • Morning standup: What's due this week?
  • Capacity planning: How many overlapping deadlines?
  • Strategic timing: When are slow periods for research vs. execution?

Next Steps

Now that you understand Market Overview widgets, explore other widget categories:

Or learn how to optimize your dashboard:

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