The dashboard is the pipeline, not a copy of it.
Too many pipeline reviews start with someone exporting a list and building the charts by hand. By the time it is presented, it is already out of date, and nobody can tell which opportunities deserve the next hour of the team's time.
In VisibleThread the dashboards sit directly on your opportunity records. Value, stage, fit, ownership and deadlines are always current, and everyone from capture to leadership looks at the same picture. When you want to dig in, Visi reads the page you have open and answers your questions about it.
Answer "where do we stand?" in one glance
See total pipeline value and where it sits by customer, how many opportunities are in each stage and what they are worth, and how well your pipeline matches the work you want to win.
A due date timeline shows what is closest to its deadline, so the opportunities that need a decision this week never get buried.
Chase the right bids, not just the loudest ones
Every tracked opportunity is scored for business alignment against your profile, with technical alignment and an overall fit alongside it. Sort the Best Fit view from highest to lowest and the opportunities worth your capture effort rise to the top.
The best fit spread on the dashboard also shows where the pipeline value sits, so you can see at a glance whether your best-fit opportunities have the resources behind them.
Ask Visi about the pipeline you are looking at
Open Visi on your opportunities and it writes a summary of the page: how many opportunities, which stages, which buyers, and what is overdue. Then it suggests the questions worth asking next.
Ask your own, or ask Visi to turn the open opportunities into a table for the team. It works from the data on the page, so the answer matches what you see, and you can regenerate the summary whenever the pipeline changes.
Spot the stalls before they become losses
Time in stage shows how many days each opportunity has sat where it is, so a deal that has quietly stopped moving stands out. Alerts tell you when a deadline is a week away, when it has passed, and when the status of an opportunity changes at its source, so you hear about it from the platform instead of finding out late.
Follow the pipeline all the way into the proposal
Opportunity to Proposal shows which tracked opportunities already have a proposal, and the documents, research, shreds, comparisons and technical alignment behind each one.
Once a bid is in flight, the Proposals dashboard picks up the story: value by stage from initiated to submitted, who owns each proposal, and how far along every section is. The same Visi is there to answer questions about it.
One pipeline, four ways to look at it
Capture leads, BD managers and executives ask different questions. Each view works from the same live opportunity records, and you can export to CSV or share when someone needs it outside the platform.
Move opportunities across stages as decisions are made, so the board always reflects where each bid really stands.
See source, buyer, stage, NAICS and PSC codes, business alignment and posted date in one table, with search by opportunity name.
Lay opportunities out against due dates and stages so crunch weeks are visible before they arrive.
Cards show business alignment, technical alignment and overall fit, sorted from highest to lowest.
Everyone can see who is doing what
See proposals by lead owner and sections assigned per person, and spot opportunities with no owner.
Who did what, where and when is logged, from uploads and document edits to Visi queries.
Get notified when a deadline is 7 days away, when it has passed, when a source status changes, or when documents are imported from SAM.gov.
Frequently asked questions
Where do the opportunities in my pipeline come from?
You can track opportunities from SAM.gov and Find a Tender, or add your own manually. Documents attached to SAM.gov opportunities are imported automatically, so the record is ready for shredding and analysis as soon as you start tracking it.
What can I see on the pipeline dashboard?
The BD and Capture dashboard shows pipeline value by customer, a funnel of opportunities and value by stage, a best fit spread, a due date timeline, time in stage, and how many tracked opportunities have become proposals. A Proposals dashboard does the same for proposals by stage, owner, section status and due date.
How does Best Fit work?
Each opportunity gets a business alignment score against the profile you define, a technical alignment score where one has been run, and an overall fit. The Best Fit view lets you sort from highest to lowest, so the opportunities most worth your time rise to the top.
What can Visi do on the pipeline pages?
Open Visi on a pipeline page and it writes a summary of what you are looking at, then suggests follow-up questions. You can also ask your own, such as which opportunities are overdue, which have no owner, or to turn the open opportunities into a table. Visi answers from the page you have open. Administrators can turn Visi on or off.
Can I track my own data on an opportunity?
Yes. Custom fields let you record your own data on opportunities, proposals, contracts and misc analyses, in nine field types including Text, Date, Number, Single Select and Person. Fields show on the record and are included in Excel and CSV exports.
Can I share or export the pipeline?
Yes. You can export the opportunity list to CSV and share it from the opportunities page, so leadership updates do not need a hand-built spreadsheet.