Linking Analyses

Connect opportunities to bid analyses for a seamless workflow from discovery to proposal. Track your pursuit pipeline and keep everything organized.

Why Link Analyses?

Linking provides:

• Unified tracking - See analysis status from opportunity view
• Context preservation - Analysis inherits opportunity metadata
• Pipeline visibility - Track opportunities through your process
• Quick navigation - Jump between opportunity and analysis

Creating Linked Analyses

From an Opportunity

From Bid Analysis

Managing Links

Viewing Linked Items

From an opportunity:

• See linked analyses in the Activity tab
• Click any analysis to open it
• View analysis status and progress

From an analysis:

• Linked opportunity shown in header
• Click to jump to opportunity details
• Opportunity metadata displayed

Unlinking

To remove a link:

1. Open the linked analysis
2. Click the link icon next to opportunity name
3. Select Unlink
4. Confirm the action

Pipeline Tracking

Use linking to track your pursuit pipeline:

Pipeline Stages

Pipeline View

Access the Pipeline view to see all opportunities by stage:

1. Go to Opportunities > Pipeline
2. View Kanban-style board
3. Drag opportunities between stages
4. Filter by date, value, or department

Automated Actions

Set up automation based on links:

Status Sync

• When analysis reaches certain completion, update opportunity stage
• When opportunity closes, mark analysis accordingly
• When outcome is recorded, update historical data

Notifications

• Alert team when analysis is linked
• Notify stakeholders of stage changes
• Remind of approaching deadlines

Multiple Analyses

One opportunity can have multiple linked analyses:

• Different versions - Re-analyze after amendments
• Team analyses - Multiple team members' perspectives
• Focused analyses - Technical vs. pricing vs. compliance
• Historical - Compare to previous attempts

Best Practices

Link Early

Create the link as soon as you start analyzing. This ensures:

• Proper tracking from the start
• Metadata flows to analysis
• Team visibility into activity

Keep Links Updated

When opportunities change:

• Check for amendments
• Update analysis if needed
• Note changes in analysis

Use for Reporting

Linked data enables reporting on:

• Win/loss by opportunity type
• Analysis effort vs. outcomes
• Pipeline conversion rates

Integration with Proposals

When you generate a proposal from a linked analysis:

1. Proposal inherits opportunity metadata
2. Submission details pre-populated
3. Deadline tracking enabled
4. Full traceability maintained

Next Steps

• Browsing Opportunities - Find opportunities to pursue
• Auto-Generate Proposals - Create proposals from analyses
• Analytics Dashboard - Track pipeline metrics