Pursuits drift into the bid
Nobody ever says yes to a bad pursuit. It just never gets stopped — it slides from lead to qualifying to bidding while everyone assumes somebody else weighed it, and by then the estimating hours are already spent.
SALES PIPELINE · GO/NO-GO SCORECARD
Should you bid? Six factors. One logged call.
Rate the pursuit on six factors from 1 to 5. You get a 0–100 score and a suggested Go, Conditional or No-Go — and the pursuit cannot move into Bidding until somebody logs the call.
6
Rated Factors
1–5
Rating Scale
20–100
Score Range
3
Go · Cond · No-Go
§ 01
THE PROBLEM · NOBODY EVER MADE THE CALL
Estimating hours wasted on bad-fit bids.
Gut-feel go/no-go decisions
Bid/no-bid calls happen in hallway conversations with no data backing them. The projects that get pursued are the ones that look interesting, not the ones most likely to close at a profit.
Bad-fit projects eat estimator capacity
Your best estimators spend weeks on the wrong projects — the ones with low win probability, poor margin potential, or contract risk that makes them unprofitable even if you win.
No record of why you pursued it
When a bid loses, nobody remembers why it was chased. The reasoning lived in a hallway conversation, so there is nothing to review and nothing to learn from. The decision, the six ratings and the score should sit on the pursuit itself.
§ 02
WHAT YOU RATE · SIX FACTORS, 1 TO 5
Six factors. One score.
01 · Relationship
Client relationship / past work
Do you know this owner, and did the last job with them end well? Rate it 1 to 5.
02 · Fee
Fee / margin potential
Is there real margin in this scope, or is it a race to the bottom? Rate it 1 to 5.
03 · Capacity
Schedule / staffing capacity
Can you actually staff it on that schedule, on top of what you already owe? Rate it 1 to 5.
04 · Competition
Competitive position
Where do you stand against whoever else is chasing this? Rate it 1 to 5.
05 · Fit
Project-type fit / experience
Is this the work you are good at, at the size you are good at? Rate it 1 to 5.
06 · Risk
Risk profile (design, owner, terms)
Incomplete design, a difficult owner, punishing terms — how exposed are you? Rate it 1 to 5.
The score is the average of the factors you rated, scaled to 0–100. Factors you leave blank are skipped, not counted as zero — so rating one factor 5 and stopping gives you 100. A pursuit with nothing rated has no score at all, and because the lowest rating is 1, the lowest score a rated pursuit can carry is 20. Nobody reads a document for you and nothing is inferred: these six ratings are the whole input.
§ 03
HOW IT WORKS · RATE IT, DECIDE IT, LOG IT
Rate it. Decide it. The board holds the line.
01
Open the pursuit
New accounts open in Project mode, which hides Pipeline from the left rail — flip the Sales / Project / Finance toggle at the top of the sidebar to Sales first. (The Open Pipeline link on this page lands on the board in either mode.) Then click the pursuit card and pick the Qualify tab; the scorecard is its first panel.
02
Rate the six factors
Each factor is a 1-to-5 dropdown — 1 poor, 5 excellent. Rate the ones you have a view on and leave the rest blank.
03
Log the call
The score updates as you rate and suggests Go, Conditional or No-Go the first time. Take the suggestion or override it — the logged decision is what counts.
04
The pipeline enforces it
No decision, no Bidding — the board button, the drag, and the save all stop. Once logged, it shows as a GO / COND / NO-GO chip on the card and clears the Qualifying exit criterion.
§ 04
THE IMPACT · THE DECISION STOPS BEING OPTIONAL
Your estimators on the right bids.
Every pursuit gets weighed
Six dropdowns and one logged call, and nothing reaches Bidding without them. The pursuits that would have drifted into estimating on nobody's authority get looked at first.
It chases you
Any lead or qualifying pursuit without a logged decision surfaces near the top of the next-best-action queue — and a pursuit with no decision on the record gives up four points of deal health. Deal health reads the logged call, not the ratings: rate all six and log nothing and you still lose the four, while a logged No-bid keeps two of them.
It stays on the record
The decision, the six ratings, the 0–100 score and a timestamp that moves when the decision changes are all stored on the pursuit. Months later you can still see what you thought at the time.
§ 05
USE CASES · BUILT FOR EVERY PURSUER
Every pursuit. Every review.
§ 06
FAQ · QUESTIONS BID MANAGERS ASK
Questions bid managers ask us.
What factors does the Go/No-Go scorecard use?
Six, each rated 1 to 5 by the person who owns the pursuit: Client relationship / past work, Fee / margin potential, Schedule / staffing capacity, Competitive position, Project-type fit / experience, and Risk profile (design, owner, terms). Nothing is read out of a document and nothing is inferred — the ratings are yours.
How is the score calculated?
It averages the factors you actually rated, divides by 5 and scales the result to 0-100, rounded. Factors you leave blank are skipped rather than counted as zero, so a single 5 with nothing else rated reads as 100. Nothing rated at all means no score, and since the lowest rating is 1 the lowest score in practice is 20. There is no weighting and no hidden model — it is arithmetic you can check by hand.
Does the score decide for me?
No. A score of 60 or above suggests Go, 40 to 59 suggests Conditional, and under 40 suggests No-Go. That suggestion pre-fills the decision the first time you rate a factor, and you can override it to anything you like. What gets stored, badged on the card and gated on is the decision you log — not the score.
What does the gate actually block?
A pursuit cannot leave Lead or Qualifying for Bidding until some decision is logged — not with the board's Next button, not by dragging the card into the Bidding column, and not by saving the pursuit into Bidding, Submitted, Shortlisted or Negotiating. A logged No-bid does not block anything: it advances with a warning. The gate asks that you made the call, not which call you made.
Where do I find it?
New accounts open in Project mode, and the Pipeline rail item only appears once the workspace is set to Sales — the Sales / Project / Finance toggle sits at the top of the left sidebar. Open Pipeline goes straight to the board in either mode. From the board, open a pursuit and choose the Qualify tab: the scorecard sits at the top of it, above deal health and the stage exit criteria. There is no link that opens the panel directly — the pursuit has to be open first. The 14-day free trial needs no credit card. After the trial, Pro is $99/mo for the Founding 25 cohort ($199/mo once the cohort closes) and Business is $499/mo — flat per-company pricing, no per-seat fees. See full pricing.
§ 07
ALSO TRY · THE FULL PROCUREMENT STACK
The full procurement stack.
START FREE · NO CREDIT CARD
Score your next pursuit — free.
Rate six factors, log the call, and the board holds the line. No credit card, no templates, no lock-in.
§ 08
PAIRS WITH · BETTER TOGETHER
Better together.
This surface pairs especially well with the following: