Bid Targeting - GC/project-type targets + pipeline coverage¶
| Stage | Backlog |
|---|---|
| Status | Deferred |
| Design status | In progress |
| Estimate | M |
| Confidence | Medium |
| Linear | PIN-63 ↗ PIN-14 ↗ |
| Linear status | Todo · +1 backlog |
| Design | Design ↗ |
| Linear epic | Bid Intake & Pipeline |
| Module | Bids ↗ |
Status: Not built · Priority: Medium
Scope¶
Strategic bid-targeting tool: a GC target list and project-type targets, with monthly/quarterly bid-volume targets vs. actuals and pipeline-coverage analysis. Depends on Bid Analytics (PIN-14) for underlying win-rate data. (Source: PIN-63, PIN-14.)
Acceptance criteria¶
- GC target list: relationship strength, historical win rate, target bid count per GC
- Project-type targets: Healthcare, Commercial, Residential, Mixed-Use
- Monthly/quarterly bid-volume targets vs. actuals
- Pipeline-coverage analysis
- Depends on Bid Analytics (win-rate/volume data) to populate targets-vs-actuals
Strategic bid-targeting tool: track which GCs and project types to pursue, and set bid-volume targets. Planned surface: a GC target list (relationship strength, historical win rate, target bid count), project-type targets (Healthcare / Commercial / Residential / Mixed-Use), monthly/quarterly bid targets vs actuals, and pipeline-coverage analysis. Depends on bid analytics data (Bid Analytics) to be meaningful.
Notes¶
Tier 2, Phase 2B; September rollout (not the July pilot). A Cara-design prototype exists (Conor 2026-07-07, "discuss in more detail") — design reference available via the prototype review.
Open question for Conor¶
Walk through the bid-targeting prototype — confirm the GC/project-type target model and how targets-vs-actuals should be tracked.