🚀 G2X Pipelines

G2X Pipelines is built for federal business development teams to streamline capture and pursuit workflows. With opportunity tracking, intel integration, task management, and customizable views.

🏗️ How to Create a Pipeline

 

1. Navigate to the Pipelines Tab

   • Click “Pipelines” from the left-hand menu.

2. Click “+ New Pipeline”

   • Located in the top-right corner of the Pipelines page.

3. Enter a Pipeline Title

   • On the Create Pipeline page, name your pipeline and click “Create.”

4. Add Stages (Optional)

   1. Click “Add Stages” to customize the lifecycle to your workflow.

      1. If no stages are added, the system will default to the pre-built Simple Pipeline:

         1. Market Research
         2. Opportunity Identification
         3. Qualification
         4. Capture Planning
         5. Proposal Planning
         6. Proposal Development
         7. Proposal Submission
         8. Negotiation and Award
         9. Post-Award Transition

5. Access Your Pipeline

• You’ll be redirected to the pipeline dashboard, where you can:

  • View all pipelines (up to 3 per user)

  • Track project value by stage

  • Navigate to Dashboards, Reports (coming soon), and Tasks

---

 

➕ Adding Opportunities to Your Pipeline

 

 

You can add opportunities to your pipeline in several ways:

• Manually (great for internal opps or notes)

• Import from a SAM.gov link

• Upload using a CSV file

• Directly from the G2X Opportunities Database

To add from the database:

1. 1. Navigate to the Opportunities tab

   2. Search and locate an opportunity

   3. Click “Add to Pipeline”

   4. Choose the correct pipeline or create a new one

   5. Click “Add to Pipeline” to confirm

---

 

🔍 Working Inside an Opportunity

 

 

Click any opportunity name within your pipeline to open its full record. This detailed view is organized into:

• Critical Decision Factors – agency, NAICS, RFP ID

• Strategic Fields – project role, workshare %, calculated PWIN

• Supporting and Admin Info

 

On the right-hand panel, you can:

• • • Assign tasks

    • View real-time PWIN and Workshare graphs

    • Add Capture Notes

    • Click Solicitation Details to open the RFP

    • Use G2X Capture Insights to add related intel, awards, or protest data

---

🗃️ Viewing and Customizing Your Pipeline

 

 

From the main Pipelines dashboard, you can:

• View all pipelines in your account

• If you're on a Business Plan, view other team members' pipelines

• Click into a pipeline and switch between Kanban, Table, or Calendar view

• Drag and drop opportunities across stages

• Edit stage names or add new stages as needed

 

For deeper insights, switch to the Dashboards tab to view metrics like:

• Total Deal Value

• Average PWIN

• Opportunity Distribution per stage

The Reports tab allows CSV exports, and the Tasks tab keeps all assigned activity in one place.

---

 

Frequently Asked Questions (FAQs)

Q1: Can I bulk-add opportunities?
Yes! Use Import from CSV for fast uploads.

Q2: What if I add an opportunity to the wrong pipeline?
Remove it from the incorrect one, then re-add it to the correct pipeline.

Q3: How is PWin calculated?
Manually entered under Strategic Fields—update values anytime.

Q4: Can I edit an opportunity after it’s added?
Absolutely! All fields remain editable.

Q5: How do I pull insights from other parts of G2X?
Use the Capture Insights tab within each opportunity.

Q6: Why is some data already filled in?
Fields may auto-populate using SAM.gov data—you can adjust as needed.

 

---

If you encounter any issues or have questions about Pipelines, don't hesitate to reach out to our support team for assistance. We're here to help you make the most out of your experience on G2X.