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Overview of the Business Development Module

The Business Development module provides tools to manage business opportunities, capture activities, partner relationships, contract vehicles, sales pipelines, and supporting documentation. Supports identifying, tracking, and developing opportunities from initial pursuit through proposal development, partner collaboration, and reporting.

Key Features of the Business Development Module

Dashboard

View business development metrics, opportunity summaries, and key performance indicators.

Opportunities

Manage business opportunities, track pursuit activities, and maintain opportunity information throughout the capture process.

Pipeline

Manage sales pipelines and revenue goals. Track opportunities through the sales process and monitor progress toward projected revenue targets.

Contact Management

Manage customer contact information and maintain contact records associated with business opportunities.

Contract Vehicles

Manage contract vehicles and maintain contract information associated with business opportunities.

Partner Management

Manage partner information and maintain business relationships supporting opportunity pursuits.

Documents

Manage business development documents and folders. Organize, upload, and maintain supporting opportunity documentation.

Reports

Generate and download business development reports to monitor opportunity performance and pipeline activity.

Requests

View and manage business development requests, including assigned tasks and request processing activities.

Module Access

1

Select the Module Menu icon

Module Menu
2

Select the Business Development Module

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