Sales · Bid Requests

Route /sales/bidrequests Menu Sales → Bid Requests

Bid Requests

Full bid register with quick filters, SHOW/SORT, pipeline funnel diagram, and comprehensive summary analytics.

Bid pipeline list with stage funnel, 12 summary charts, and create wizard.

Bid register

Pipeline that can become a purchase order

Bid requests is the full bid register with filters, SHOW/SORT, funnel, and analytics. A won bid still needs a purchase order before delivery projects should start.

Finance → Bid requests Route /sales/bidrequests Finance Manager · Admin

The job of this console

Intake and progress bids, read the funnel, open details, and spawn or link a PO when won. Do not treat a green funnel segment as booked revenue.

Seat at the table

Commercial/finance operators. Delivery people wait for the PO and project.

The working rhythm

Filter, open a bid, update status, on win create or link a PO, then confirm a project only from that contract path.

Moments that bring you here

New RFP. Stage movement. Lost reason. After import. When a PM asks for a project and there is no PO.

ⓘ

Bid is not a PO

PurchaseOrder is the contract. BidRequest is pursuit. Analytics here are of bids.

Overview

Sales → Bid Requests (/sales/bidrequests) is the operational hub for presales opportunities from first intake through win or loss.

Screen layout

Header: Create, quick filter chips, SHOW, SORT, team selection, text filter, grid/list toggle.
Summary: Pipeline funnel diagram + 12 chart panels.
Register: Bid rows with stage, owner, study metadata.

Header & filters

Quick filters: All · Active · New · Assigned · In progress · Won · Lost · Deleted · Archived
SHOW: All · Active · Archived · My bids · Favorite
SORT: Due Date · Created · A–Z (toggle asc/desc)
Filter list… · Team selection · Grid/List · Create

Summary & charts

The Lux summary strip at the top of this screen is collapsible. Expand it to reveal KPI tiles and chart panels; collapse it for a wider register. All charts respect your active filters (SHOW preset, team scope, date range, text search).

Bid pipeline analytics refresh when SHOW, team, or search filters change.

◆ Emerald Luxury UI theme · chart data refreshes when filters change

Pipeline funnel

New→ Assigned→ In progress→ Won

Vertical stage funnel shows volume at each sales stage — widest stage = highest volume.

Bid request summary charts

Bid intake trend

Area

What it measures: New bids per month, 6 months
How to read it: Rising area = heavier sales intake
How to use it: Velocity tracking

When to act: Staff bid desk if trend spikes

Win / loss snapshot

Column

What it measures: Won, lost, still open counts
How to read it: Compare column heights for win rate
How to use it: Pipeline outcome review

When to act: Follow up open bids

Portfolio outcomes

Donut

What it measures: Open / won / lost / other closed
How to read it: Historical vs active balance
How to use it: Portfolio health

When to act: Close stale open bids

Pipeline age

Donut

What it measures: Fresh / active / stale open bids
How to read it: Stale slice needs attention
How to use it: Aging pipeline cleanup

When to act: Contact owners on stale bids

By status

Donut

What it measures: Active bid status mix
How to read it: Operational workload distribution
How to use it: Desk prioritization

When to act: Filter list by status

Stage volume

H-bar

What it measures: Count per funnel stage
How to read it: Longest bar = bottleneck stage
How to use it: Process improvement

When to act: Review stage SLAs

Geography mix

H-bar wide

What it measures: Countries represented
How to read it: Regional demand signal
How to use it: Territory planning

When to act: Align with regional reps

Kind of study

H-bar

What it measures: Research study types
How to read it: Service line demand
How to use it: Capability investment

When to act: Match to delivery teams

Bid type

V-bar

What it measures: Commercial vs study categories
How to read it: Revenue type mix
How to use it: Forecasting

When to act: Filter bid list by type

CRM linkage

Donut

What it measures: Salesforce linked vs manual
How to read it: Integration completeness
How to use it: Data quality

When to act: Link orphan bids to CRM

Owner workload

H-bar wide

What it measures: Bids per owner
How to read it: Balance assignments
How to use it: Rep capacity

When to act: Reassign overloaded owners

Study disciplines

H-bar

What it measures: Tagged disciplines
How to read it: Capability demand
How to use it: Hiring/training signals

When to act: Tag disciplines on new bids

Main content & actions

Click row for Bid Details. Create opens wizard: Study basics → Study setup → Screening → Additional → Quota (or Form mode).

Complete feature list

Every control, panel, and workflow on this screen.

✓
Luxury UI shellEmerald-themed glass cards, sticky gradient header, module sidebar, and responsive layout.
✓
Documentation searchHeader search indexes all guide pages (docs site).
✓
Collapsible summary stripKPI row and chart gallery above the register; expand/collapse persists in browser storage.
✓
Pipeline funnel chartVertical stage funnel in summary strip.
✓
Twelve bid chartsArea, column, donut, and bar analytics panels.
✓
CREATE bidNew bid request wizard.
✓
SHOW / SORT / FilterStatus, owner, stage presets and text search.
✓
Team scopeMulti-team filter for register and charts.
✓
Grid / List toggleVisual density control.
✓
Row → bid detailsOpen full bid record and documents.

Before you start

💡

Monday review

Sort by Pipeline age; call top five stale bid owners before noon.

📝

Chart drill-down

Click funnel segments where enabled to filter register rows.

Who uses this screen

Sales representatives and managers running the bid pipeline — creating opportunities, advancing stages, and analyzing win rates. Delivery staff occasionally view bids linked to their POs.

ℹ️

Daily sales register

Open each morning to prioritize follow-ups using Pipeline age and Owner workload charts in the summary strip.

Key concepts

Bid register

Sortable list/grid of open and closed bids with stage, owner, account, value, and dates.

Twelve summary charts

Intake trend, win/loss, portfolio outcomes, pipeline age, geography, disciplines, CRM linkage.

CREATE bid

Wizard for new bid with account, study type, owner, and initial stage.

Stage progression

Move bids through funnel — updates funnel chart and stage volume bars.

Team scope

Filter register and all charts to selected delivery/sales teams.

Permissions

Role	Access on this screen
Sales representative	Create bids; edit own; advance stages; attach documents on detail page.
Sales manager	Team filter; reassign owners; view all team bids.
Delivery lead	Read-only on bids linked to active POs or projects.
Executive	Read-only portfolio analytics with team scope.

📝

Administrator override

Org administrators and service accounts configured in the Admin console may bypass row-level scopes shown above. When in doubt, confirm access with your Tracopus administrator.

Controls reference

Control	Description	Notes
CREATE bid	New bid wizard.	Requires account selection.
SHOW / SORT / Filter	Status, owner, stage presets; text search.	Standard Lux header.
Team scope	Multi-team checkbox.	Scopes register + 12 charts.
Grid / List toggle	Card vs table density.	—
Summary strip	Twelve chart panels.	Collapse when working register.
Row → details	Open bid-details.html context.	Full record and docs.
Pipeline funnel chart	Vertical stage funnel.	Identify bottleneck stage.

Common mistakes

⚠️

Leaving bids in first stage too long

Pipeline age donut flags stale — advance or close to keep forecast honest.

⚠️

Wrong owner assignment

Owner workload chart skews — reassign when handoff occurs.

⚠️

Skipping account linkage

Orphan bids break PO and project traceability — always pick account on create.

FAQ

How many charts update with filters?

All twelve in summary strip respect SHOW, team, and text filters.

Can I link Salesforce later?

Sync indicator on detail page — manual bids can be linked if integration enabled.

What closes a bid?

Won (often creates PO path), Lost, or other closed statuses per org config.

Do bids appear in Project module?

Only after PO and project creation — bid itself stays in Sales.

Workflows

Click Create → complete wizard steps.
Submit — bid appears in New stage.
Assign owner to move to Assigned.
Progress through In progress to Won/Lost.

Tips & best practices

Tip: Stale slice on Pipeline age donut → schedule follow-up or close dead opportunities.

More guidance

💡

Remember

Sortable list/grid of open and closed bids with stage, owner, account, value, and dates.

ℹ️

How many charts update with filters?

All twelve in summary strip respect SHOW, team, and text filters.

Pipeline that can become a purchase order

The job of this console

Seat at the table

The working rhythm

Moments that bring you here

Overview

Screen layout

Header & filters

Summary & charts

Pipeline funnel

Bid request summary charts

Bid intake trend

Win / loss snapshot

Portfolio outcomes

Pipeline age

By status

Stage volume

Geography mix

Kind of study

Bid type

CRM linkage

Owner workload

Study disciplines

Main content & actions

Complete feature list

Before you start

Who uses this screen

Key concepts

Bid register

Twelve summary charts

CREATE bid

Stage progression

Team scope

Permissions

Controls reference

Common mistakes

FAQ

How many charts update with filters?

Can I link Salesforce later?

What closes a bid?

Do bids appear in Project module?

Related pages

Workflows

Tips & best practices

More guidance