User Guide: Pipelines

G2X Pipelines makes it easy to track and manage your opportunities efficiently. This guide walks you through the different ways you can add an opportunity to a pipeline and manage key details.

How to Create a Pipeline

1. Navigate to the "Pipelines" tab in the left-hand menu navigation.
2. Select the "+ New Pipeline" button located in the top right corner.
   • You will be automatically redirected to the Create Pipeline page. Here, enter a Pipeline Title and select the "Create" button.
   • Note: You will also see the "Add Stages" button, allowing you to customize your pipeline stages. If you do not add new stages, the system will automatically apply the pre-built Simple Pipeline stages:
     • Market Research
     • Opportunity Identification
     • Qualification
     • Capture Planning
     • Proposal Planning
     • Proposal Development
     • Proposal Submission
     • Negotiation and Award
     • Post-Award Transition
3. Once successfully created, you will be redirected to the Pipeline page, where you can access the following tabs:
   • Pipelines: Displays a list of all pipelines within your organization (each user can create up to three pipelines) and provides a quick overview of the project value at each stage.
   • Dashboards: Offers an overview of all pipelines. Selecting a pipeline shows a dashboard with:
     • Opportunities by Estimated Total Project Value (visualized in a graph format based on project value)
     • Total Deal Value
     • Average Calculated Win %
   • Reports: (Coming soon)
   • Tasks: Shows a list of tasks across all pipelines with options to view tasks in a table format or a calendar view.
4. To view your pipeline, simply select the pipeline name.

 

Adding an Opportunity to a Pipeline

There are multiple ways to add an opportunity in G2X Pipelines, such as uploading from a CSV file for bulk imports, utilizing a sam.gov link, or manually entering the opportunity.

You can add opportunities to a pipeline using the following methods:

From the Opportunities Database:

• Locate the opportunity in the Opportunities section.
• Click the green "Show in Pipeline" button to add it.

From a G2X Opportunity Insight:

• If you’re viewing an opportunity inside G2X Insights, simply select the green "Show in Pipeline" button to add it.

Uploading a CSV File:

• Navigate to the Pipeline tab, select the desired pipeline, and click the "+ New" button.
• In the pop-up window, select “Import from CSV” to import multiple opportunities at once.

Using a SAM.gov Link:

• Navigate to the Pipeline tab, select the desired pipeline, and click the "+ New" button.
• In the pop-up window, select “Import from SAM.gov”, then paste the SAM.gov opportunity link. G2X will automatically pull in relevant details.

Adding Manually:

• Navigate to the Pipeline tab, select the desired pipeline, and click the "+ New" button.
• In the pop-up window, select “Add Manually” and enter the opportunity details.

 

Managing Your Pipeline Opportunities

Step 1: Navigate to the Pipeline View

1. Open the Pipeline section.

2. Select the pipeline where the opportunity was added.

3. Verify that the new opportunity appears in your list.

Step 2: Edit Critical Decision Factors and Key Fields

1. Click into the opportunity.

2. In the Overview section, edit the critical decision factors and identify any gaps in information.

3. Expand sections like Strategic Fields, Supporting Information, and Administrative Fields to update fully editable fields and refine your analysis.

Step 3: Utilize G2X Capture Insights

1. Click on the “G2X Capture Insights” tab at the top of the opportunity page.

2. Pull in relevant data from across G2X by selecting insights from the following sections:

   • Related Opportunities

   • Related Industry Moves

   • Related Awards

   • Related Protests

3. To add insights, click the “+” or “+ Add Insights” button within the corresponding section.

Step 4: Manage Tasks, P-Win & Workshare, and Capture Notes

Navigate to the right-hand tab in the Opportunity view, where you’ll find the following sections:

• Tasks — Click “+ Add Task” to create a new task. A pop-up will appear, allowing you to set the subject, description, status, priority, assignee, and due date.
  • Note: The assigned user will receive an email notification.
• P-Win & Workshare — Click to view a Probability of Win (PWin) and Workshare percentage breakdown in an easy-to-digest pie chart format.

• • Note: Before this information is displayed, you must enter percentages in the Strategic Fields section under Project Workshare % and Calculated Win %.

• Capture Notes — Click “+ Add Note” to quickly document insights.
  • A pop-up will allow you to enter and save your notes.
  • Note: To edit a note, click the pencil icon next to it.

 

Frequently Asked Questions (FAQs)

Q1: Can I add multiple opportunities to a pipeline at once?

Yes! Use the Import from CSV feature to bulk-add opportunities.

Q2: What if I add an opportunity to the wrong pipeline?

You can remove the opportunity from the incorrect pipeline and re-add it to the correct one.

Q3: How does PWin (Probability of Win) work?

PWin is calculated based on manual input. If it seems off, check the Strategic Fields to ensure accuracy.

Q4: Can I edit an opportunity after adding it?

Yes! All opportunities remain editable, allowing you to update details at any time.

Q5: How do I pull insights from other G2X areas?

Use the Capture Insights feature within an opportunity to pull in relevant data.

Q6: Why do some opportunities have pre-filled data?

Certain fields may auto-populate based on the available SAM.gov data. These can be adjusted manually.

 

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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.