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Documentation Index

Fetch the complete documentation index at: https://docs.meritmatch.io/llms.txt

Use this file to discover all available pages before exploring further.

Your pipeline is a live picture of where every pursuit stands. Moving an opportunity from one stage to the next is a deliberate act — it means your team has done the work that stage requires and is ready to commit resources to the next phase. This page covers the six stages, how to move cards between them, how to sort within a stage, and what opens when you click into an opportunity.

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The six stages

You’ve spotted a potential opportunity. You don’t yet know whether it’s worth pursuing, but you want to track it. This stage is for early research — understanding the agency, the rough scope, and whether the opportunity aligns with your capabilities.Tip from MERIT: “Begin your pipeline by identifying and researching potential opportunities.”
You’ve done enough research to know this is a real opportunity that may be winnable. This stage is where you evaluate fit — checking your NAICS alignment, set-aside eligibility, competitive landscape, and whether you have the right teaming relationships.Tip from MERIT: “Search for RFPs that match your capabilities and add them here to track progress.”
You’ve decided to pursue this opportunity. Capture is active work — building relationships with the agency, developing your solution, assembling your team, and preparing for the RFP. This stage requires the most sustained effort and typically spans months.Tip from MERIT: “Move qualified opportunities here when you’re actively gathering intel and building your capture strategy.”
The RFP has dropped and you’ve submitted your proposal — or you’re in the final stages of writing it. This stage covers the period from RFP release through award decision.Tip from MERIT: “Track opportunities where you’re actively developing and submitting proposals.”
You’ve received an award notification. This is where won contracts live. The stage is also where you track active programs after award.Tip from MERIT: “Celebrate your successful bids! This is where awarded contracts live.”
The pursuit didn’t result in an award. Moving an opportunity to Lost — rather than deleting it — preserves it for review. Tracking losses helps you spot patterns over time and make better pursuit decisions in the future.Tip from MERIT: “Track lost opportunities to analyze patterns and improve your win rate.”

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Moving opportunities between stages

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Drag and drop

The fastest way to change a pursuit’s stage is to drag its card from one column and drop it into another. Click and hold the card, drag it to the target column, and release. MERIT saves the change after you move the card.
If the Gate Tracker is below the recommended completion threshold for the current stage, MERIT may show a Force Advance warning before moving the card. You can continue anyway or go back and update the Gate Tracker first.

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Edit the opportunity

You can also change the stage from the card menu. Select the three-dot menu on the card, choose Edit opportunity, and update Status in the edit form.

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Sorting within a stage

Each stage column has its own sort order, controlled by a dropdown at the top of the column. Sorting one column doesn’t affect the others.
Sort optionHow it orders cards
Default orderManual order — drag cards to arrange them however you like
Contract valueHighest total contract value first
RFP dateEarliest anticipated RFP date first
Award dateEarliest award date first
Contract rolePrime first, then Sub, then JV Prime
To return to manual ordering, reset the sort to Default order.

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Creating an opportunity manually

To add a new opportunity directly to a specific stage, select Add opportunity in that stage column. The Create New Opportunity form opens. Fill in the required details, then save. The new card appears in that stage.

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Sharing and collaboration

You can share an opportunity with teammates from the three-dot menu on the card when you have permission to manage access. If you want an opportunity to appear in the company-wide Master Pipeline, select Push to Master Pipeline from the card menu. This initiates an approval request for company-wide visibility.

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The opportunity workspace

Selecting any card opens its full workspace. The workspace is organized into six tabs:
Key opportunity details: title, customer or agency, NAICS, value, dates, description, and status.
Use Set as Active Project from the card’s three-dot menu to pin an opportunity as your current focus. The active project is highlighted in the pipeline and shows an Active badge on the card.