🚀 Drive Federal Wins with G2X Pipelines

Built for BD and Capture teams to organize pursuits, boost PWIN, and keep strategic efforts on track.

🏗️ Set Up a Capture-Ready Pipeline in Minutes

 

 

Streamline your process from market research to award.

1. Access Pipelines

   Open the “Pipelines” tab in the left-hand navigation.

2. Start a New Pipeline

   Click “+ New Pipeline” in the top-right.

3. Name It with Intent

   Title your pipeline by program, customer, or fiscal year—then hit “Create.”

4. Customize Stages to Match Your Workflow (Optional but powerful)

   Click “Add Stages” to align with your lifecycle. If you skip this, you’ll default to:

   • Market Research
   • Opportunity Identification
   • Qualification
   • Capture Planning
   • Proposal Planning
   • Proposal Development
   • Proposal Submission
   • Negotiation and Award
   • Post-Award Transition

5. Start Managing

   You’ll be dropped into your pipeline dashboard where you can:

   • Monitor value by stage

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

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➕ Adding Opportunities to Your Pipeline

 

 

Bring in internal targets or live SAM.gov opportunities—your way.

Add opportunities by:

• Manual Entry – Ideal for internal leads or strategy-only opps
• Paste a SAM.gov URL – Auto-fill most fields
• Upload a CSV – Bulk import in seconds
• Select from the G2X Opportunities Database – Streamline capture planning

To add from the database:

1. Go to Opportunities
2. Search for your target
3. Click “Add to Pipeline”
4. Choose a pipeline or create a new one
5. Confirm with “Add to Pipeline”

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🔍 Dive Into an Opportunity and Drive Capture Forward

 

 

Everything you need to prioritize and win is just a click away.

Click an opportunity name from your pipeline to open its detail view:

• Critical Details: Agency, NAICS, RFP ID
• Strategic Fields: Role, Workshare %, PWIN
• Supporting Info: Submission dates, teammates, notes

From the right-hand panel, you can:

• Assign and manage tasks
• Monitor real-time PWIN and Workshare visualizations
• Log Capture Notes
• Jump into Solicitation Details
• Use G2X Capture Insights to bring in protest history, past awards, and related intel

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🗃️ Customize Your Pipeline for Clarity and Control

 

 

Visualize progress your way—Kanban, Table, or Calendar view.

From the Pipelines dashboard, you can:

• See all pipelines you own (or shared ones if you’re on the Business Plan)
• Toggle views to fit your tracking style
• Drag-and-drop opps between stages
• Rename or create stages to fit your BD lifecycle

Switch to the Dashboards tab for actionable metrics:

• Total Deal Value
• Average PWIN across stages
• Pipeline Health & Distribution

Use Reports to export to CSV, and Tasks to manage all assigned work in one view.

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❓ Common Workflow Questions

Q1: How do I bulk upload opportunities?

Use the Import from CSV feature for fast input.

Q2: Can I fix a pipeline mistake?

Yes—remove an opp from one pipeline and re-add it to the right one.

Q3: How is PWIN calculated?

You set it manually under Strategic Fields—edit it anytime.

Q4: Can I update opportunity fields later?

Absolutely. All fields are editable.

Q5: How do I enrich opportunities with additional insights?

Use the Capture Insights panel inside each opportunity.

Q6: Why is some data pre-filled?

We pull in SAM.gov details when available—feel free to update them.

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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.