Tender & Bid Management - track tenders from identified to won

Pipeline value by stage

Raw value per active stage, shown as a donut by share of total pipeline value.

Deadline urgency strip

Every active tender with a deadline, most urgent first. Click one to open its detail page.

Needs a follow-up

Active tenders with no activity logged recently.

Recent activity

Latest notes, new tenders and decided outcomes across the whole pipeline.

Pipeline board

One column per active stage. Drag a card between columns to change stage, or click a card to open its detail page. Won/Lost/Withdrawn tenders move to Win/Loss Analytics.

Log a tender

Opportunity name/reference

Client/issuing body

Value estimate (£)

Stage

Submission deadline

Tags (comma separated, optional)

Submission documents (optional, one per line, e.g. "Method Statement - method-statement-v2.pdf")

Apply a checklist template (optional)

This is a record-keeping and deadline-tracking tool for tender/bid opportunities - it tracks the opportunity, its deadline, a checklist of submission document references (filenames/links, no real file storage), pipeline status, probability-weighted value and win/loss outcome. It is not a bid-writing, proposal-generation or document-authoring tool, does not replace Strata or Vector's estimating functionality, and is not a substitute for a proper CRM or bid-management platform for large-scale competitive tendering.

Client directory

Every distinct client derived from your logged tenders. Click a client name to see just their tenders below. Click a column heading to sort.

Win/loss summary

Win rate = Won ÷ (Won + Lost), excluding Withdrawn tenders from the denominator.

Win rate over time

Decided tenders (Won/Lost) grouped by month, last 6 months.

Pipeline funnel (all-time)

Tenders that reached each stage across their history, Identified through to Won.

Win rate by client

Clients with at least one decided (Won/Lost) tender.

Average value: won vs lost

Mean tender value across all Won tenders vs all Lost tenders.

Losses by competitor

Who beats us most often, from the optional "lost to" field captured when marking a tender Lost.

Submitted value trend

Total tender value submitted per month, last 6 months - tracks bidding volume/activity, distinct from win/loss outcome.

Closed tenders

Submission deadlines plotted on their date, colour-coded by urgency. Click an entry to open the tender.

Appearance

Theme

Switch between light and dark. Remembered on this device.

Sidebar

Collapse the navigation rail to icons only.

Document checklist templates

Save a named list of document labels once, then bulk-apply it to any tender's checklist from "Log a tender" or the Tender Detail page.

Template name

Document labels (one per line)

Sample & export

Load sample data

Rotates through two realistic sample tender sets, each with activity notes, document checklists, probabilities and tags populated.

Copy summary

Copy a plain-text pipeline and win/loss summary to the clipboard.

Export as HTML

Download a standalone HTML file with the same summary.

Reset all data

Clears every tender, document and activity note on this device. Cannot be undone.

This is a record-keeping and deadline-tracking tool for tender/bid opportunities - it is not a bid-writing, proposal-generation or document-authoring tool, does not replace Strata or Vector's estimating functionality, and is not a substitute for a proper CRM or bid-management platform for large-scale competitive tendering. All data is stored only in this browser's local storage - nothing is uploaded anywhere.