Project Opportunity Tracking
USE CASES & SOLUTIONS
Streamline lead and tender management from initial bid qualification to cost estimation, customer proposals, and seamless handover to project execution teams.
Workflow Architecture
1. Lead Capture
Register incoming bids, RFPs, and sales opportunities in a central repository.
2. Cost Estimation
Calculate resource requirements, partner quotes, and margin projections.
3. Proposal Approval
Internal management review and approval before submitting final bids.
4. Status Tracking
Monitor bid stages, negotiation milestones, and expected closing dates.
5. Project Handover
Convert won opportunities directly into active project spaces in Dataverse.
Business Benefits
Higher Win Rates
Standardized proposal approvals and accurate cost estimations.
Pipeline Visibility
Real-time executive dashboards for ongoing bids and revenue forecasts.
Seamless Handover
Eliminates duplicate data entry when transitioning won bids to operations.