Active deals
0
In pipeline
Est. hours
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From estimation step
Team size
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People scoped
Gaps flagged
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Missing fields
Pipeline health
Set up a project in Step 1 and work through the pipeline to see health metrics here.
Quick actions
Deal tracker
Track all presales opportunities. Update stage, value, and owner as deals progress.
| Deal / client | Stage | Value ($k) | Owner | Due date | Probability |
|---|
Pipeline Advisor
Use this advisor to explore deal strategy, scope risks, competitive positioning, and estimation questions.
Hello! I can help with deal strategy, scope risks, win probability analysis, competitive positioning, and estimation questions. What would you like to explore?
Risk matrix
Automatically identifies risks from your project setup and extraction results, or add manually.
Win / Loss analysis
0
Deals won
0
Deals lost
Win rate
0% win rate across closed deals
Closed deals
Mark deals as Won or Lost in the Deal Tracker to see analysis here.
Project setup
Enter basic project details. The pipeline and automated analysis are driven by your raw files in the next step.
Standard baseline inputs are pre-loaded from this selection
Upload raw files
Upload any client documents, emails, SOWs, spreadsheets or meeting notes. They are read and structured inputs are extracted automatically.
Click here to upload files
or drag and drop — SOW, emails, docs, spreadsheets, interview notes
Inputs come from scattered raw outputs — paste anything available, even if incomplete
Normalisation & gap detection
Files are read and mapped to the standard template. Missing inputs are automatically flagged — SMEs only fill what's missing.
Go back to Step 2 and upload files or paste raw text, then click Analyse files to run the extraction.
SME review gate
SMEs review only the flagged gaps — fields that could not be extracted. Each SME documents their domain assumptions clearly before estimation begins.
SME reviewers & assumptions
| SME name | Domain | Assumptions for missing inputs | Status | |
|---|---|---|---|---|
DDPBO phase mapping — select which phases this proposal feeds into
Estimation parameters
Effort rates and productivity factors for SAE generation. Adjust to match your delivery model.
5
12
8
80%
$1,200
15%
Live estimate preview
Total hours
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Base cost
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With contingency
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1
Collect raw inputs In progress
Auto-extracted inputs + SME-approved assumptions feed the pre-sales plugin in step 2
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2
Estimation & proposal generationPending
Input
Normalise
SME review
Discovery
SAE
Output