The Opportunity Management workspace is your central hub for tracking and managing government contracting opportunities throughout the entire proposal lifecycle—from initial capture through award. Whether you're a proposal manager, business development professional, or executive overseeing the pipeline, this workspace gives you visibility and control over all active opportunities.

What You Can Do

The Opportunity Management workspace allows you to:

Track opportunities through various stages (Capture, Drafting, Review, Finalization, Won)
Assign managers and team members to specific opportunities
Monitor due dates and milestones to stay on schedule
Access solicitation documents and extracted requirements
Organize tasks and track progress toward completion
Collaborate with your team using integrated chat and workflow tools

The Opportunities Dashboard

The Opportunities Dashboard provides a comprehensive view of all opportunities in your organization's pipeline.

Table displaying various opportunities with details like stage, manager, and due dates. — Opportunities Dashboard

Understanding the Dashboard Columns

The dashboard displays opportunities in a sortable table with the following columns:

Opportunity Name: The title of the opportunity with a document icon. Blue indicator dots next to some opportunities show special status or tags.
Stage: Current phase in the proposal lifecycle (Capture, Drafting, Review, Finalization, Won)
Manager: The team member assigned to oversee this opportunity
Due Date: The solicitation deadline or submission date
Last Updated: When the opportunity was last modified
Next Milestone: Upcoming key date or deliverable

You can customize which columns are shown by clicking the Customize columns icon at the top right.

Creating a New Opportunity

To add a new opportunity to your pipeline, click the + New opportunity button in the top-right corner of the dashboard. This launches the opportunity creation workflow where you can upload solicitation documents and configure basic details.

Searching and Filtering

Use the search bar at the top of the dashboard to quickly find specific opportunities by searching across all fields. You can also sort any column by clicking the column header, allowing you to organize by due date, stage, or other criteria.

Inside an Opportunity

When you click on any opportunity from the dashboard, you enter the detailed opportunity workspace where you can manage all aspects of that specific proposal effort.

Overview of ITIS4 opportunity details for U.S. Army Human Resources Command. — Opportunity Landing Page

Opportunity Header

The header displays critical information at a glance:

Opportunity Name: Prominently displayed (e.g., "ITIS4")
Stage Badge: Current status with color coding (e.g., "Drafting" in blue)
Manager: Assigned team member with email
Due Date: Calendar date for the submission deadline
Navigation Tabs: Quick access to Team, Solicitation, Content Scope, and Chat features

Navigation Tabs

The top navigation bar provides access to different aspects of the opportunity:

Overview: Summary, details, tasks, and milestones (default view)
Team: Manage teaming partners
Solicitation: Access uploaded solicitation documents and requirements and add any amendments
Content Scope: Specify the reference material to be used for this opportunity (See Limiting Content Scope)
Chat: Collaborate with the GovEagle Assistant

Opportunity Details Panel

The Opportunity Details panel displays key information extracted from your solicitation documents.

Summary Section

GovEagle automatically extracts and displays a summary of the opportunity, including the agency, requirement type, scope of work, and other essential context. This gives you and your team immediate insight into what the opportunity entails.

Summary of Army IT support services contract details and requirements for proposals. — Opportunity Details

Key Technical Requirements and Scope of Work

This section lists the main technical requirements, work areas, and deliverables extracted from the solicitation. These numbered items help you quickly understand the core work to be performed.

Key Details

Essential metadata about the opportunity:

Issuing Agency: The government organization issuing the solicitation
Estimated Value: Contract value or budget range
Solicitation #: Official solicitation or RFP number

You can expand the Key Details section by clicking on it to view the source for that information and to edit the details.

Tasks & Milestones

The right side of the opportunity view contains tools for tracking progress and important dates.

Task management overview showing total tasks, milestones, and due date information. — Tasks and Milestones

Tasks Panel

The Tasks panel helps you break down the proposal effort into manageable work items. The status bar shows:

Total: Total number of tasks created
Not Started: Tasks that haven't been begun
Started: Tasks currently in progress
Complete: Finished tasks

Click + Add task to create new tasks for your team. Tasks help ensure nothing falls through the cracks during the proposal development process.

Milestones Panel

Milestones track key dates and deliverables beyond the final submission date. Common milestones include:

Color Team Review dates (Pink, Red, Gold)
Draft submission deadlines
Internal approval gates
Subcontractor deliverable dates

Click + Add Milestone to create new milestone dates. The panel displays upcoming milestones with their due dates.

Status Notifications and Readiness Indicators

When you first upload solicitation documents to a new opportunity, GovEagle processes and extracts information from those documents. You'll see status notifications that inform you about the opportunity's readiness:

Notification indicating opportunity readiness and next steps for proposal planning. — Ready Banner

The green success banner with the message "Your opportunity is ready! 🎉 GovEagle has extracted everything you need — time to kick off your outline and start planning your proposal" indicates that document processing is complete and you can begin working with the AI assistant.

Working with Opportunity Stages

Opportunities move through distinct stages that reflect the proposal development lifecycle:

Capture: Initial opportunity evaluation and qualification phase
Drafting: Active proposal writing and content development
Review: Internal review cycles and color team assessments
Finalization: Final edits, production, and submission preparation
Won: Successfully awarded contracts

Update the stage as your proposal effort progresses to keep your pipeline accurate and give stakeholders visibility into where each opportunity stands. You can also customize these stages to fit your process, see Customizing Workflows.

Best Practices

Keep Opportunities Up to Date

Regularly update the stage, milestones, and tasks to reflect current status. This ensures your dashboard provides an accurate view of your pipeline and helps identify opportunities that need attention.

Assign Clear Ownership

Designate a manager for each opportunity who owns overall coordination and delivery. This person serves as the primary point of contact and ensures the proposal stays on track.

Use Milestones to Drive Accountability

Break down the proposal timeline into meaningful milestones beyond just the submission date. This creates natural checkpoints for progress reviews and helps prevent last-minute scrambles.

Leverage the AI Assistant

Use the Chat tab to work with the GovEagle Assistant on drafting, editing, compliance checking, and other proposal tasks. The assistant has access to your solicitation documents and content library to provide relevant, tailored support.

Archive Completed Opportunities

Once opportunities are awarded (or lost), update their status appropriately. This keeps your active dashboard focused on current efforts while preserving historical records for lessons learned.

Customizing Opportunity Statuses