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A pursuits pipeline dashboard with value, win rate, velocity, and stage breakdown Pursuits is your pipeline: every opportunity your team has committed to working, tracked from discovery through award, with views, analytics, and an AI that answers questions about your pipeline.

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Views

Four views of the same pipeline:
  • Dashboard — pipeline KPIs: value by stage, win rates, deal velocity, and stage conversion.
  • List — a sortable, filterable table of every pursuit with custom columns.
  • Board — a kanban view; drag and drop pursuits between stages.
  • Calendar — every deadline and submission date on a calendar.
Board view of pursuits

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Stages and fields

Pursuits move through customizable stages from pursuit to proposal to won or lost. You can add custom fields, custom dropdowns, and required-per-stage fields, so a pursuit can’t advance without the information your process requires.

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Alerts and activity

The built-in alerts system flags pursuits that are overdue, due this week, or going stale, and an activity feed shows what changed across your pipeline and who changed it.

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Ask AI about your pipeline

Ask questions about your pipeline in plain language, right from the Pursuits Dashboard:

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Team collaboration

Every pursuit has owners and collaborators, threaded notes, file attachments, and task assignments with deadlines. When a pursuit moves from capture to proposal, its notes, win themes, and stakeholder intel stay attached and available to the drafting team.
Sweetspot can also sync pursuits bi-directionally with Salesforce. See Integrations.

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Go deeper

Each pursuit is a full workspace with files, notes, AI chat, solicitation shredding, and proposal documents. See The Pursuit Workspace.