Saving & Tracking Opportunities

Save opportunities, track status changes, set up notifications, and manage your pursuit pipeline

Updated 2026-03-3017 min read

Saving & Tracking Opportunities

Build and manage your opportunity pipeline by saving interesting tenders, tracking their progress through your pursuit process, and getting notified of important changes.

Saving Opportunities

Why Save Opportunities?

Build Your Pipeline:

Curate opportunities worth pursuing
Separate interesting from noise
Organize by priority and stage
Track from discovery to outcome

Enable AI Enhancement:

Saved opportunities get full AI analysis
Fit scoring and intelligence
Competitor identification
Win probability estimation
Historical pattern matching

Team Visibility:

Share pipeline with colleagues
Coordinate pursuit efforts
Avoid duplicate work
Track team capacity

Long-term Tracking:

Monitor amendments and changes
Track status through award
Record bid decisions and outcomes
Build historical performance data

Note

When you save a tender to Opportunities, it's automatically enhanced with AI-powered semantic analysis, capability matching, and competitive intelligence.

How to Save Opportunities

From Tender List:

From Tender Detail:

Open tender detail panel
Click "Save to Opportunities" in action bar
Optionally add notes or tags
Opportunity saved with context

Bulk Save:

Select multiple tenders (checkboxes)
Click "Bulk Actions" → "Save to Opportunities"
All selected tenders processed
Progress indicator shows batch completion

From Email Alerts:

Saved search email alerts include "Save" button
One-click save directly from email
No need to open Cothon
Opportunity appears in your pipeline

Quick Save Shortcuts:

Shortcut	Action
`S`	Save selected tender (list view)
Click Star	Toggle save status
Drag to Opportunities	Drag tender card to Opportunities in navigation

Save Options

Add Notes on Save:

Why saved: "Perfect fit for our cloud migration capability. Similar to Health Canada project we won in 2025."

Next steps: "Download RFP, assign to Sarah for technical review, schedule bid/no-bid call for Friday."

Concerns: "Short timeline (30 days). May need to partner for French-language support."

Tag on Save: Apply tags immediately:

#high-priority - Must pursue
#quick-win - Fast, easy opportunity
#strategic - Strategic importance
#partnership-needed - Require partner
#watch - Monitor for now

Set Status on Save: Choose initial pursuit status:

Identified - Just discovered
Under Review - Evaluating fit
Qualified - Worth pursuing
No-Bid - Decided to pass (tracked for learning)

Assign Owner:

Assign to team member responsible
Automatically notifies assignee
Visible in their opportunity list
Accountability and ownership clear

Tracking Status

Opportunity Status Lifecycle

Track opportunities through your pursuit process:

1. Identified 🔍:

Just saved from tenders
Initial discovery
Not yet evaluated
Action: Review and qualify

2. Under Review 🔎:

Evaluating fit and feasibility
Gathering information
Team discussion
Action: Complete initial assessment

3. Qualified ✅:

Decided to pursue
Meets criteria
Resources available
Action: Detailed analysis and proposal development

4. Pursuing 🎯:

Active bid preparation
Proposal in development
Team assigned
Action: Complete and submit proposal

5. Submitted 📤:

Proposal submitted
Awaiting government evaluation
May need to respond to questions
Action: Monitor for award or questions

6. Won 🏆:

Contract awarded to you
Success!
Action: Contract execution, project kickoff

7. Lost ❌:

Contract awarded to competitor
Loss recorded
Action: Request debriefing, learn from loss

8. No-Bid 🚫:

Decided not to pursue
Reason tracked
Learning opportunity
Action: Document decision rationale

9. Cancelled ⛔:

Government cancelled opportunity
No award made
Not your decision
Action: Monitor for re-issue

Updating Status

Manual Status Update:

From opportunity detail:

Click current status badge
Select new status from dropdown
Optionally add status change note
Confirm update

Automatic Status Updates:

Some status changes are automatic:

Tender closes → Prompts to change Qualified → Submitted (if you bid)
Tender awarded → Prompts Won or Lost (based on winner)
Tender cancelled → Automatically Cancelled

Bulk Status Update:

Select multiple opportunities
Bulk Actions → Update Status
Choose new status
Applies to all selected

Status Change Notifications:

Team members notified of status changes
Owner always notified
Watchers can opt-in to notifications
History log maintained

Status Analytics

Pipeline Metrics:

Dashboard shows opportunity counts by status:

Identified: 23
Under Review: 15
Qualified: 12
Pursuing: 8
Submitted: 5
Won: 2
Lost: 3
No-Bid: 18

Conversion Rates:

Identified → Qualified: 35% (12 of 35 reviewed)
Qualified → Pursuing: 67% (8 of 12 qualified)
Pursuing → Submitted: 63% (5 of 8 pursued)
Submitted → Won: 29% (2 of 7 decided)

Win Rate:

Won / (Won + Lost) = 40% (2 wins, 3 losses)

Velocity:

Average days in each status
Bottleneck identification
Process optimization

Notification System

Notification Types

Status Change Notifications:

Tender status changes (Active → Closed)
Tender awarded (winner announced)
Tender cancelled
Your opportunity status changes (by team member)

Amendment Notifications:

Amendment issued to saved opportunity
Deadline extension
Scope change
Budget revision
Q&A published

Deadline Notifications:

Closing in 7 days
Closing in 3 days
Closing tomorrow
Site visit tomorrow
Question deadline approaching

AI Insight Notifications:

New similar opportunity found
Competitor activity detected
Price pattern changed
New intelligence available

Team Activity Notifications:

Team member commented
Analysis completed
Proposal generated
Document uploaded
Assignment changed

Configuring Notifications

Global Preferences:

Settings → Notifications:

Email Frequency:

Immediate (as they happen)
Hourly digest (batched)
Daily digest (once per day)
Weekly summary (once per week)

Notification Channels:

☑ Email
☑ In-app (notification center)
☑ Push (mobile app)
☑ SMS (critical only, premium)

Quiet Hours:

Don't send 10 PM - 8 AM
Weekend delivery: Yes/No
Respect time zone

Per-Opportunity Overrides:

For high-priority opportunities, override global settings:

Open opportunity detail
Click notification bell icon
Enable "Custom notifications for this opportunity"
Set: Immediate email + push for all changes
Save

Notification Filters:

Choose what triggers notifications:

☑ Status changes (Yes)
☑ Amendments (Yes)
☑ Deadlines (Yes, 7 days and 3 days only)
☐ AI insights (No, too frequent)
☑ Team activity (Yes, assigned opportunities only)

Managing Notifications

Notification Center:

In-app notification center (bell icon):

All notifications listed
Unread count badge
Mark as read
Click to go to opportunity
Group by opportunity
Clear all

Email Preferences:

For email notifications:

One email per notification (immediate)
Grouped by opportunity (digest)
Summary format (weekly)
Unsubscribe from specific notification types

Smart Bundling:

Prevent notification overload:

Multiple changes to same opportunity within 1 hour → Single notification
Many opportunities with same change (e.g., closing soon) → Grouped notification
Duplicate alerts from overlapping saved searches → Deduplicated

Notification History:

View past notifications:

Last 90 days retained
Search notification history
Re-trigger notification (resend)
See what you missed

Tip

Set up immediate notifications for high-value opportunities (>$1M) and daily digests for market monitoring. This balances urgency with avoiding alert fatigue.

Organizing Opportunities

Lists and Folders

Create Custom Lists:

Organize opportunities beyond status:

By Market Segment:

Federal IT
Provincial Healthcare
Municipal Infrastructure
Private Sector Consulting

By Strategic Priority:

Must Win
Nice to Have
Market Entry
Competitive Intelligence

By Team/Owner:

Sarah's Opportunities
Toronto Office Pipeline
Partnerships
BD Team Leads

By Client/Department:

National Defence
Health Canada
Transport Canada
PSPC

Creating Lists:

Opportunities page → "New List"
Name: "Q2 2026 Priority Opportunities"
Description: "High-value opportunities for Q2 revenue target"
Add opportunities (drag-and-drop or bulk add)
Share with team if needed

Smart Lists (Dynamic):

Auto-populate based on criteria:

"Closing This Month" = Closing date in current month
"High Fit Score" = Fit score ≥ 80%
"Large Opportunities" = Value > $1M
"No Owner" = Unassigned opportunities

Automatically updates as opportunities change.

Search and Filter

Quick Search: Search your saved opportunities:

Title keywords
Department names
Tags
Owner names
Status
Notes content

Advanced Filters:

Combine multiple criteria:

Status: Qualified + Pursuing
Fit Score: ≥ 75%
Value: $500K - $2M
Closing Date: Next 60 days
Owner: Sarah Chen
Tags: #high-priority

Results: High-priority opportunities Sarah is pursuing, good fit, significant value, closing soon.

Saved Views:

Save filter combinations:

"My Active Opportunities" - Assigned to me, status Qualified/Pursuing
"This Quarter Pipeline" - Closing this quarter, all statuses
"Won Opportunities 2026" - Status Won, this year
"Partnership Opportunities" - Tagged #partnership-needed

One-click access to targeted views.

Pipeline Management

Kanban Board View

Visual pipeline management:

Column = Status:

[Identified] [Under Review] [Qualified] [Pursuing] [Submitted] [Won]
   (23)          (15)         (12)        (8)        (5)      (2)

  [Card]       [Card]       [Card]      [Card]     [Card]   [Card]
  [Card]       [Card]       [Card]      [Card]     [Card]   [Card]
  [Card]       [Card]       [Card]      [Card]     [Card]
  ...          ...          ...         ...        ...

Drag-and-Drop:

Drag opportunity card between columns
Status updates automatically
Visual pipeline progression
Quick status management

Swimlanes:

Group by additional dimension:

By Owner (Sarah, John, Team)
By Priority (Critical, High, Medium, Low)
By Value Range (<$500K, $500K-$1M, >$1M)
By Department

Card Compact Info:

Opportunity title
Department
Value
Closing date countdown
Fit score
Owner avatar
Tags

Filters on Board:

Filter board by criteria
Hide/show columns
Collapse columns
Focus mode (single column)

Pipeline Analytics

Pipeline Value:

Sum of opportunity values by status:

Qualified: $5.2M (12 opportunities)
Pursuing: $8.7M (8 opportunities)
Submitted: $3.1M (5 opportunities)
Total Active Pipeline: $17.0M

Weighted Pipeline:

Apply win probability:

Qualified (20% prob): $5.2M × 20% = $1.04M
Pursuing (40% prob): $8.7M × 40% = $3.48M
Submitted (50% prob): $3.1M × 50% = $1.55M
Weighted Pipeline: $6.07M

Pipeline Coverage:

Pipeline value vs. revenue target:

Q2 Revenue Target: $4M
Active Pipeline (weighted): $6.07M
Coverage Ratio: 1.5x (good)

Rule of thumb: 3x coverage for healthy pipeline.

Conversion Funnel:

Identified: 100
↓ 35% conversion
Under Review: 35
↓ 34% conversion
Qualified: 12
↓ 67% conversion
Pursuing: 8
↓ 63% conversion
Submitted: 5
↓ 40% conversion
Won: 2

Identify bottlenecks and optimize.

Time in Stage:

Average days in each status:

Identified: 3 days (fast initial review)
Under Review: 7 days (thorough evaluation)
Qualified: 21 days (waiting for RFP documents, team availability)
Pursuing: 28 days (proposal development)
Submitted: 45 days (government evaluation)

Bottleneck: Qualified stage (21 days) - opportunities sitting before active pursuit. Action: Increase BD capacity or improve go/no-go decision speed.

Pipeline Meetings

Weekly Pipeline Review:

Structured meeting using Cothon:

New Opportunities (Identified):
- Review new saves
- Quick qualify or reject
- Move to Under Review or No-Bid
Under Review (Under Review):
- Discuss assessment progress
- Make bid/no-bid decisions
- Move to Qualified or No-Bid
Active Pursuit (Qualified/Pursuing):
- Status updates
- Resource allocation
- Risk and issue discussion
- Timeline check
Awaiting Decision (Submitted):
- Expected award dates
- Any questions or clarifications needed
- Probability assessment
Won/Lost (Outcomes):
- Celebrate wins
- Debrief losses
- Lessons learned
- Update pipeline metrics

Meeting View:

Filter opportunities by status for each agenda item
Take notes directly on opportunities
Assign actions
Update statuses during meeting

Monitoring and Alerts

Automated Monitoring

What's Monitored:

For each saved opportunity, Cothon monitors:

Tender status changes
Amendments issued
Deadline changes
Award announcements
Competitor activity (if detectable)
Similar new opportunities

Smart Alerts:

Context-aware notifications:

High Priority Opportunity Amendment: "URGENT: Amendment issued to opportunity 'DND Cloud Migration' (Fit Score 92%, Value $2.5M). Closing date extended from March 15 to March 29."

Competitor Win Pattern: "FYI: MegaCorp Inc. won 3 similar opportunities in past 30 days (total $8M). They may be strong competitor on your opportunity 'Health Canada Data Platform'."

Price Intelligence: "INFO: Recent similar award (Environment Canada Cloud Migration) was $850K, 15% below estimated value. Consider competitive pricing on your 'Transport Canada Cloud' bid ($1.2M estimate)."

Capacity Alert: "WARNING: You have 5 proposals closing within 2 weeks (total value $6M). Team capacity may be constrained. Prioritize or defer lower-priority opportunities."

Manual Monitoring

Opportunity Dashboard:

Customizable dashboard for each saved opportunity:

Widgets:

Tender details summary
Status timeline
Team activity feed
Amendment history
Related opportunities
Competitor intelligence
Fit score breakdown
Risk assessment
Action items

Real-time Updates:

Dashboard auto-refreshes
Changes highlighted
Notification badge
Since last viewed indicator

Share Dashboard:

Share opportunity dashboard with stakeholders
Client-facing view (sanitized)
External partner view
Print/PDF export

Watchlists

Create Watchlists:

Beyond saved opportunities, create watchlists:

Competitor Watchlist:

Track specific competitors
Alert when they win awards
Monitor their activity
Identify their focus areas

Department Watchlist:

Track specific departments
All new opportunities from department
Procurement pattern analysis
Build department relationships

Category Watchlist:

Track specific procurement categories
Market size and trend tracking
Identify emerging opportunities
Competitive landscape monitoring

Watchlist Alerts:

Similar to saved opportunity alerts
Lower frequency (weekly digest recommended)
Market intelligence purpose

Team Collaboration

Shared Opportunities

Organization Pipeline:

All team opportunities in one view:

Filter by owner, status, tags
See what colleagues are pursuing
Identify collaboration opportunities
Avoid conflicts

Permission Levels:

Owner: Full edit rights
Collaborator: Can edit, comment, upload docs
Viewer: Read-only access
Organization: All team members have viewer access

Collaboration Features:

Comments and discussions
@mentions to notify colleagues
Shared notes and documents
Activity feed showing who did what

Opportunity Assignment

Assign Opportunities:

Open opportunity
Click "Assign" or current owner name
Select team member from dropdown
Optionally add assignment note
Assignee notified

Assigned to Me:

Quick filter: "Assigned to Me"
Dashboard widget showing my opportunities
Mobile notification of new assignments

Re-assign:

Change owner as needed
Previous owner notified
History logged

Unassigned Opportunities:

Filter: "Unassigned"
Pipeline meetings: Assign during review
Auto-assign rules (advanced)

Team Alerts

Configure Team Alerts:

Settings → Team Notifications:

Pipeline Alerts:

New opportunity added by team member
Opportunity status changed to Won/Lost
High-value opportunity identified (>$1M)

Collaboration Alerts:

@mentioned in opportunity comment
Assigned an opportunity
Opportunity you're watching is updated
Document uploaded to shared opportunity

Delivery:

Email to team email alias
Slack/Teams integration (coming soon)
In-app for all team members

Exporting and Reporting

Export Opportunities

Export Formats:

CSV Export:

All opportunities or filtered selection
Customizable columns
Open in Excel
Includes: Title, Dept, Value, Status, Owner, Fit Score, Closing Date, Tags, Notes

Pipeline Report:

PDF formatted report
Pipeline summary and metrics
Opportunities by status with details
Charts and visualizations
Executive summary

CRM Export:

Export to CRM systems (Salesforce, HubSpot, etc.)
Map Cothon fields to CRM fields
One-time or scheduled sync

Custom Report:

Build custom report template
Select data fields
Apply filters
Scheduled generation (weekly, monthly)
Email delivery

Reporting Features

Pipeline Report:

Total opportunities by status
Pipeline value (total and weighted)
Conversion rates
Win/loss statistics
Top opportunities
Team performance

Trend Report:

Pipeline growth over time
Win rate trends
Average deal size trends
Time in stage trends
Source of opportunities (which saved searches most productive)

Forecast Report:

Expected wins (based on probability)
Revenue forecast by quarter
Capacity requirements
Resource allocation recommendations

Opportunity Detail Report:

Comprehensive report on single opportunity
All details, analysis, intelligence
Team activity and notes
Supporting documents
Exportable for management review or proposal support

Best Practices

Save Strategically

Quality over Quantity:

Don't save every tender
Focus on realistic opportunities
Fit score ≥ 60% minimum
Align with strategic priorities

Save Criteria: Create explicit criteria for what you save: ✅ Fit score ≥ 70% ✅ Value within target range ✅ Department in top 10 target list ✅ Timeline allows adequate prep ✅ Team capacity available

❌ Below criteria → No-bid directly, don't save