Workspace guide
What each surface is for, in the order you'll use them.
WinLayer Copilot is available from every workspace page. Open it from the top bar or press ⌘Jto see the live portfolio pulse, run a grounded Daily Growth review, and approve or reject proposed pipeline actions. Recommendations never execute without a human decision.
| Page | What you do there |
|---|---|
/dashboard | Command center — executive brief, lead-time chart (see opportunities months before SAM.gov posting), weighted pipeline, expected wins. |
/radar | Every live opportunity ranked for you: fit + PWin with reasons, filters, search, one-click pursue / watch / pass. Generate capture briefs, proposal prep, RFP digests, and teaming-partner searches per card. |
/forecast | Predicted opportunities from budget documents + probability-weighted recompete value by capture phase. |
/grants | Federal funding opportunities ranked on their own terms (deadline urgency + funding size + fit). |
/pipeline | Kanban of pursuing / watching / passed with live scores. |
/workbench | Solicitation documents, capture workflows, generated artifacts, approval gates, and execution history for a pursuit. |
/operations | Team assignments, procurement and workflow deadlines, and capacity by resource across active pursuits. |
/reports | Leadership reporting across pipeline, revenue, capture, proposals, market, agencies, outcomes, relationships, partners, and operations; build, schedule, export, and securely share immutable snapshots. |
/first-win | Leadership first-session experience with sourced opportunities, explainable preliminary PWin, teaming recommendations, executive guidance, action planning, immutable PDF briefs, and secure sharing. |
/search | Universal retrieval across signals, graph entities, opportunities, contracts, companies, contacts, vehicles, documents, tasks, and AI outputs. |
/contacts | Managed relationship system of record: people, meeting history, influence and strength, stakeholder coverage gaps, watchlists, and outreach actions. |
/partners | Managed teaming system: partner profiles, opportunity gap and fit analysis, authoritative discovery, pursuit engagements, agreements, JVs and mentor-protege relationships, secure rooms, and recommendations. |
/incumbents | Who holds the contracts and when to strike — capture window, active pursuit, imminent. |
/outcomes | Award matching: did tracked work get awarded, and to whom (candidate outcomes to confirm). |
/briefs | Library of every AI brief generated, with generation and grounding status. |
/billing | Plan, active pursuits, users, proposal analyses, integrations, storage, retention, renewal, and add-ons (owner). |
/activity | Owner/admin Audit Center with live event history, entity lifecycles, approvals, AI decisions, security evidence, deterministic audit questions, and compliance exports. |
/developer | API keys (reveal-once) and webhook endpoints — self-serve. |
Press ⌘K to search or jump, and ⌘J to open WinLayer Copilot.