Company Essentials
Company Essentials is your company's contracting profile: who you are, what you do, where and for whom you want to work, what you have delivered, who you put forward, and who you are up against. It is the input every match score is computed from, the reason behind every "why this scored" line, and the source four GSA readiness items are filled in from. You open it from Set up → Company profile in the rail.
TL;DR — A Manager chooses Create profile and fills in the identity, capability and targeting fields. Then add the detail sections underneath — Capabilities and Target codes matter most. Watch Profile completeness for what is still missing, and re-score your matches once the profile changes.
Before you start
- Who can edit. Only Managers and Capture Administrators can create or change the profile and its detail sections. A change to the profile changes what the whole workspace is shown, so it sits with the role that owns that decision. Everyone else sees a You have view-only access note and can read every section.
- Why it matters. Matching looks only at open solicitations whose NAICS code or PSC code is one of your target codes, then scores each against the rest of the profile. An empty profile does not produce bad matches — it produces none, and Matches says so.
The profile fields
| Field | What it does | Accepted values / default |
|---|---|---|
| Legal name | Your company's legal name. | Required. |
| UEI | Your Unique Entity ID from SAM.gov. | Also fills in two GSA readiness items. |
| CAGE code | Your Commercial and Government Entity code. | Up to the code's length. |
| Industry | How you describe your industry. | Free text. |
| Capability summary | What your company does, in the words a contracting officer would use. | Long text. |
| Keywords | Words that, when they appear in a solicitation's title, signal your kind of work. | Separate entries with a comma. |
| Certifications | Your small-business and other statuses — 8(a), HUBZone, SDVOSB, WOSB and so on. | Compared with each solicitation's set-aside. |
| Locations served | Where you have a presence. | Separate entries with a comma. |
| Customer types | Who you sell to. | Separate entries with a comma. |
| Target agencies | Agencies you want to win work from. | A solicitation from one of them, or from part of one, scores higher. |
| Target states | States you want to work in. | Two-letter codes, comma separated. Scored together with the states under State & local → Where we sell. |
| Target industries | Industries you are growing into. | Separate entries with a comma. |
| Preferred contract size | Minimum and maximum contract value you want. | The minimum cannot be greater than the maximum. |
| Growth objectives / Strategic priorities | Where the company is heading. | Long text; for the team's reference. |
Profile completeness
Profile completeness gives a percentage and lists what is Still to add, heaviest first, so the fields that matter most to matching are at the front. The fields counted are the legal name, industry, capability summary, keywords, locations, certifications, customer types, target agencies, target states, preferred contract size, capabilities, target codes and past performance. Key personnel are not counted, because no part of the match score uses them. The Dashboard shows the same figure.
The detail sections
Underneath the profile, five sections hold structured lists. Each section takes up to 200 entries.
| Field | What it does | Accepted values / default |
|---|---|---|
| Capabilities | What your company does, one capability per entry, with a category and description. | The largest single input to a match score. Mark the ones that define you as Core capability — a match on a core capability counts for more. |
| Target codes | The NAICS, PSC and FSC codes you pursue. | Mark your main ones Primary. NAICS and PSC codes decide which solicitations are scored at all. Duplicates are refused. |
| Past performance | Contracts you have delivered: name, number, customer, NAICS code, value, dates, and whether you were prime or subcontractor. | Feeds the past-performance part of a match score and fills in a GSA readiness item. Pursuits your team has moved to Won count as past performance too. |
| Key personnel | The people you put forward on pursuits, with their role, years of experience and clearance. | Pick a colleague from the workspace (their name is read from the workspace, never copied), or type a name for someone who is not a user. Clearance is recorded as you claim it and is not verified against any government record. |
| Competition | Who you are up against: threat level, their strengths, where they are beatable, when you last met them, and private notes. | Link each competitor to the public award record by searching their name or UEI. A linked competitor's recent wins appear in the Dashboard's Competitor activity. |
Competitor notes stay in the workspace
The Their strengths, Where they are beatable and Private notes fields are what your team knows that the public record cannot tell you. Only people in this workspace can read them; they are never indexed, shared or published.
Capability gaps
Below the capabilities, the Capability gaps panel compares the requirements extracted from your solicitations with the capabilities you have listed, least covered first.
| Field | What it does | Accepted values / default |
|---|---|---|
| What it compares | Each requirement on a solicitation's or pursuit's checklist against your capability names and descriptions. | Matching is by shared words, so treat it as a starting point, not a verdict. Each row shows the closest capability and the shared words. |
| States | How well each requirement is covered. | Covered, Partly covered, or Nothing on file. |
| Not compared | Requirements that are about what to submit rather than what you can do, and those marked Not applicable. | Counted and shown, not compared — they would otherwise read as false gaps. |
| Which checklists | The most recently worked checklists, one per solicitation or pursuit. | An original and its amendment are never added together. |
The panel needs a requirements checklist to compare against — extract one from a solicitation document first (see Documents, requirements and tasks). The same comparison is available on demand inside any checklist, under Compare with our capabilities. With no capabilities on file, the panel says so rather than listing every requirement as a gap.
Company documents
The Documents panel at the bottom of the page holds capability statements, corporate profiles, certifications, supporting documents, and the proposal, capability and response templates your team reuses. Give a certification an Expires date and the workspace marks when it stops being current. Documents can be added once the profile exists.
After you change the profile
Scores do not move the moment you save. They are refreshed once a day, or immediately when someone with Business Development access or above chooses Refresh scores on Matches. The Dashboard's What to do first suggestions also notice when the profile has moved since the last scoring.
Common gotchas
- "Matches is still empty." Target codes are missing, or none of your NAICS/PSC codes has open solicitations right now. FSC codes alone do not bring in candidates.
- "I can't edit the profile." Only Managers and Capture Administrators can. Ask an administrator for the Manager role.
- "The competitor search finds nobody." Type at least two letters of their name, or their UEI. If the award data cannot be reached, save the competitor unlinked and link them later.
- "Uploading a document says fill in your company details first." Documents are filed against the profile, so create the profile first.
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