Government contracting is won before the RFP drops. MERIT gives your BD team a shared pursuit pipeline where each opportunity has a stage, priority, role, and workspace behind it. Use the pipeline to keep early research, active capture work, submitted proposals, and outcomes in one place.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.
The six pipeline stages
Your pipeline uses six statuses. Active pursuits move through the board as your work progresses, while won programs and lost pursuits remain available for historical context.| Stage | What it means |
|---|---|
| Identification | Begin your pipeline by identifying and researching potential opportunities. |
| Qualification | Search for RFPs that match your capabilities and add them here to track progress. |
| Capture | Move qualified opportunities here when you’re actively gathering intel and building your capture strategy. |
| Proposal Submitted | Track opportunities where you’re actively developing and submitting proposals. |
| Won/Program | Celebrate your successful bids — this is where awarded contracts live. |
| Lost | Track lost opportunities to analyze patterns and improve your win rate. |
What’s on each card
Every opportunity card shows the information you need at a glance without opening the full record:- Title — the opportunity name
- Priority badge — Low, Medium, or High
- Customer / agency — the contracting organization
- SAM.gov type — shown when the pursuit was imported from SAM.gov
- Value — total contract value when available
- RFP date — anticipated solicitation date
- Award date — expected award date
- Contract role — Prime, Sub, or JV Prime
- Status badges — such as Active, Shared, Shared with me, or Master when they apply
Pipeline views
The view switcher lets you work from the pipeline that is relevant to you. The exact options depend on your workspace permissions.My Pipeline
Your personal view of all opportunities you’ve created or that have been shared with you. This is where you manage your own BD work day-to-day.
Team Pipeline
A broader team view for users with company-level visibility.
Master Pipeline
A company-level pipeline for pursuits that need leadership visibility.
To request that a pursuit move to the Master Pipeline, use Push to Master Pipeline from the card’s three-dot menu. A company owner or admin reviews the request before it moves.
Three ways to add opportunities
Manual creation
Click Add opportunity in a stage column to open the Create Opportunity form. Fill in the details yourself, including the title, agency, priority, role, and dates.
SAM.gov import
Search SAM.gov listings from inside MERIT, review the details, and import the opportunity into your pipeline.
SOW upload
Upload a Statement of Work, Performance Work Statement, RFP, or related document, review the extracted details, and create the opportunity record.
Inside each opportunity: the workspace
Selecting any card opens a full workspace for that pursuit. The workspace has six tabs:- Overview — key details, description, and opportunity metadata
- Gate Tracker — field-based checklist to track your BD readiness through each stage
- Tasks — create and assign action items for the pursuit
- Documents — attach and store relevant files
- Scorecard — evaluate your competitive position
- My Team — manage who is working on this pursuit
The Gate Tracker tab is where you track how ready you are to advance to the next stage. Fields are organized by stage, and MERIT shows your completion percentage so you always know where the gaps are. See the Gate Tracker guide for full detail.