The Gate Tracker helps your team keep pursuit details in one shared place as an opportunity moves from early review into active capture. Instead of relying on scattered notes, email threads, or individual memory, you can record key BD inputs directly inside the pursuit workspace and keep them current as the opportunity changes. Use it as a working checklist, not a one-time form. Early in a pursuit, you may only have enough information to fill in the basics. As the pursuit matures, the tracker gives you a place to add qualification context, capture strategy, staffing inputs, past performance notes, and other details your team needs before proposal work begins.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.
Gate Tracker tabs
Open any pursuit workspace and click Gate Tracker. The tracker includes three tabs:| Tab | Use it to |
|---|---|
| Brief | Review a pursuit summary built from the information already captured in the tracker. |
| Fields | Fill in and update the structured BD fields for the pursuit’s current gate stage. |
| Progress | See which required fields are complete and jump back to fields that still need attention. |
Gate stages
The Gate Tracker is organized around three capture stages:Identification
Identification
Use Identification to capture the basics: what the opportunity is, who it is for, key dates, classification details, and the initial information your team needs to decide whether the pursuit belongs in the pipeline.
Qualification
Qualification
Use Qualification to assess whether the opportunity is worth deeper investment. This is where your team starts documenting the pursuit context, competitive position, teaming considerations, and early go/no-go thinking.
Capture
Capture
Use Capture once the pursuit is active enough to require a more complete strategy. This stage helps your team organize the inputs needed for solution development, staffing, customer engagement, past performance, pricing, and proposal readiness.
Fill out fields
Open Fields
In the pursuit workspace, open Gate Tracker and select the Fields tab. MERIT opens the stage your pursuit is currently in.
Choose a field group
Field groups are collapsible sections. Each group shows progress for its required fields, so you can quickly see what is still missing.
Enter or update details
Click into a field and add the information your team has available. Some fields use text boxes, while others use dates, dropdowns, or related MERIT tools.
Let MERIT save your work
The tracker autosaves as you work. When a change is being saved, MERIT shows a short Saving indicator, followed by Saved once the update is complete.
Track progress
The tracker shows progress at both the group and stage level. As required fields are completed, the counts and progress bars update automatically. Use the Progress tab for a broader view across the current gate stage. If required fields are still incomplete, MERIT lists them by group. Click Fill in next to a field to return to the Fields tab and update it.Advance or go back
When your current gate stage is ready, click Advance to [Stage Name] from the Fields tab. If the stage has enough required information completed, MERIT moves the pursuit into the next gate stage and unlocks the next set of fields. If you try to advance before the current stage is sufficiently complete, MERIT shows a confirmation dialog with the fields that still need attention. You can return to the tracker and fill in the gaps, or confirm that you want to move forward anyway. If a pursuit needs to move back, use Back to [Stage Name] from the current stage. Going back does not remove information your team already entered.Use related tools
Some Gate Tracker fields connect directly to other MERIT workflows:PWin
Use Calculate PWin to open the probability-of-win workflow from a relevant tracker field.
Past Performance
Use Fetch Past Performance to ask MERIT Assistant to help draft past performance inputs for review.
Staffing
Use Open Staffing to move from the tracker into staffing work for the pursuit.
Fill fields with MERIT Assistant
The Fill with MERIT Assistant button can draft suggestions for empty fields in the selected stage. MERIT shows the suggestions for review before anything is saved. Review the suggested values, select the ones you want to use, and click Apply. You can also dismiss the suggestions and continue filling fields manually.Assistant suggestions are a starting point. Review them before applying, especially when the field affects financial estimates, competitive assessment, or capture strategy. See Fill gate fields with MERIT Assistant for more detail.