Once your analysis board is complete, recording the decision takes a moment. What matters is what happens next: a Go moves the opportunity into delivery, and a No-Go preserves the analysis for future reference.
Before you decide
Make sure the board is finished and, if colleagues need to weigh in, that they have seen it. See Creating and managing opportunities for sharing and exporting.
Record the decision
Click the opportunity in the left-hand sidebar.
Open its board.
Select Go or No-Go from the Analysis Toolkit panel.
You can also make the call directly on the opportunity card, or move opportunities between Go and No-Go in board view.
What happens next
Go | You are prompted to move the opportunity and its tender documents into a project in the Projects area, where the bid is delivered. |
No-Go | The opportunity is archived under the No-Go tab in the main Bid Analysis interface. |
Moving a Go opportunity into a project carries the tender documents with it, so nothing needs re-uploading. See Creating and managing projects.
Why No-Go opportunities are worth keeping
A No-Go is not a dead end. The archived board records what you assessed and why you declined — which is exactly what you want when a similar tender appears, or when the same buyer comes back to market.
It also makes a pattern visible over time. If you repeatedly decline the same type of opportunity for the same reason, that is either a gap worth closing or a market worth leaving.
Related articles
Creating and managing opportunities — building and sharing the board behind the decision.
BidBot in Bid Analysis — interrogating the tender before deciding.
Creating and managing projects — what happens after a Go.
Bid Analysis: Overview — the criteria a decision board should cover.