The Dashboard
The Dashboard is where Axis Capture opens: where this workspace stands right now. It puts the work that needs you first — suggestions, deadlines on committed work, your tasks — and the figures below it. Every number on it is one you could find on another screen; the Dashboard reads them together. Opening Axis Capture, or any older link to it, lands here.
TL;DR — Read Worth a look and Needs attention first, clear My tasks, and ask What to do first when you want a suggestion. The figures below show matches, saved work, deadlines and pipeline value at a glance.
Getting started
While a workspace is new, the Dashboard also guides you through the first setup steps — the company profile, your target codes and the rest of Getting started — so the panels below have something to work from.
The work panels
| Field | What it does | Accepted values / default |
|---|---|---|
| Worth a look | Standing suggestions, checked once a day: strong matches waiting, opportunities with deadlines coming up, and watched forecasts expected to go out soon. | Act on it takes you to the matches, deadlines or forecasts it is about. Dismiss keeps it away until the numbers change. Answering needs Business Development User or above. |
| Needs attention | Deadlines within 14 days on work you have committed to — on the board, saved, or strongly matched — overdue first. | Each row says why it is listed: On the board, Saved or Strong match. A deadline on its own is not a priority; work stays here until the response is in. |
| My tasks | Capture tasks assigned to you that are overdue or due today, on the workspace's calendar. | Open the record goes to the pursuit, solicitation, organization or contact. Your full list is in your workspace tasks. |
| What to do first | Ask for up to three suggested next steps, drawn from this Dashboard's own figures. | Advanced plan, with the workspace's AI switch on. It never produces a number of its own. See below. |
| Data source freshness | Whether the opportunity sources are current. | Show all … sources opens the per-source list. See Where the data comes from. |
What to do first
Choose Suggest what to do first. The suggestion reads the figures on this Dashboard and points at the ones that deserve attention — for example Give every pursuit an owner: an unowned one gets no deadline warnings, Re-score your matches: your profile has moved since they were last scored, or Record the bid decision on a pursuit that has been sitting in review. It is a prompt, not an instruction: you know things the figures do not.
If your plan does not include AI assistance, the workspace's AI switch is off, or a fair-use limit has been reached, the panel says which — and everything else on the Dashboard works without it.
The figures
| Field | What it does | Accepted values / default |
|---|---|---|
| Opportunities | Strong matches, new this week, scored opportunities, and profile completeness. | View matches and Complete your profile link through. |
| Pipeline | Saved opportunities, deadlines this week, and work past its deadline. | View saved and What's due link through. |
| Pipeline value | Total value, weighted value, number of pursuits and win rate. | The same figures as the pipeline board, read from it rather than recalculated. |
| Competitor activity | What the competitors you track have won in the last six months. | Only competitors linked to the public award record on Company Essentials can be followed. |
| New awards in your market | The latest contract awards in your company profile's NAICS codes over the last 30 days — or across the whole market when the profile names none, which the panel says. | Who won, from which agency, for how much and when. All awards opens the Awards screen. |
| Agency activity | The agencies publishing the most notices in your NAICS codes over the last 90 days, from the data sources your workspace reads. | The same figures as the Market panel on Analytics. Market analytics opens it. |
| You looked at recently | Opportunities you opened. | Only yours — a colleague's reading is theirs. |
| Just published | The newest open solicitations in the shared data, whether or not they match you. | With posted date and deadline. |
| Recommended partners | Companies in the partner directory working in your NAICS codes, most codes shared first, then states. | Only companies that chose to publish a profile. Needs a NAICS code on your company profile and the Teaming plan feature. See Teaming. |
When a figure is missing
The Dashboard says why rather than showing a misleading number:
- Opportunity data is still being prepared — deadline figures that depend on the shared data are not available yet; your workspace's own figures still are.
- The shared award data could not be reached — competitor wins are not shown. That is not the same as nobody winning anything.
- Your tasks could not be read just now — the tasks panel is not saying nothing is due.
- Matching has nothing to compare against — create the company profile.
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