The Dashboard is the home page of Vertibid. It opens after you sign in, and from Workspace > Dashboard in the left navigation. It is headed Overview — "Everything in your Bid workspace at a glance." — and summarizes tender work: four figures across the top and six cards below.
The four figures
|
Figure |
Description |
|---|---|
|
Active bids |
The number of open bids, with how many are in progress. |
|
Match rate |
The match rate across your work, with how many items are ready for review. |
|
Awaiting review |
The number of items that need your attention. |
|
Products |
Whether your product catalog is connected and ready for matching — Connected / Material match ready. |
The six cards
Each card is a shortcut into one area. A card with work waiting shows a count — for example 1 active on Tenders, 1 waiting on Sheet review — and lists the tenders concerned.
|
Card |
Subtitle on screen |
Opens |
|---|---|---|
|
Tenders |
"Active tender submissions and BOQ matching" |
|
|
Frameworks |
"Approved supplier frameworks and pricing schedules" |
|
|
My quotes |
"Generated quotes ready for client submission" |
C2 My quotes — Quotes subscription required |
|
Templates |
"Reusable quote and BOQ templates" |
C3 Templates — Quotes subscription required |
|
Products |
"Product catalogue with pricing and availability" |
|
|
Sheet review |
"Tenders paused at the sheet-review gate" |
To open a tender waiting at the sheet-review gate
Procedure
-
In the left navigation, select Workspace > Dashboard.
-
On the Sheet review card, select the tender named under the subtitle.
The tender opens at the sheet-review gate, ready for you to group its line items and start matching.