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Dashboard Overview

Use this map to find the current product surface for each federal opportunity and account workflow.

Navigation can vary by plan and device

Dashboard visibility depends on the recognized plan, account state, and platform surface. Professional and Max each publish one user seat. Max-only AI features and unavailable integrations should not be inferred from a link in this public guide.

Federal opportunity search

Search SAM.gov opportunity records updated daily. Use the currently available keyword, agency, classification, set-aside, notice-type, place-of-performance, and date controls.

Open dashboard area

Saved opportunities

Retain opportunities for later review and open their current details. Professional and Max publish unlimited saved opportunities, while search and saved-search counts have plan limits.

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Saved-search notifications

Review processed match batches and enable or disable notification emails on individual saved searches. Timing is not user-configurable or guaranteed.

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Calendar

Review eligible saved-opportunity response dates, add custom events, configure supported email reminder offsets, and sync eligible opportunity deadlines to Google Calendar.

Open dashboard area

Max AI Bid Assistant

Use uploaded source context for candidate requirement review, chat, working drafts, and Word export. Human source verification remains required.

Open dashboard area

Procurement-officer lookup

Use the plan-included officer-search surface for available procurement contact research.

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Organization profile

Manage business/contact details, UEI/CAGE information, NAICS codes, places of performance, selected certifications, and capability-statement content.

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Personal account and billing

Use the authentication-provider profile for personal identity and security controls. Use dashboard billing for the recognized plan and provider-specific subscription action.

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Dashboard-wide limits

  • • SAM.gov and issuing-agency records remain authoritative for federal opportunity facts and submission instructions.
  • • Outlook and Slack calendar integrations, native push alerts, real-time proposal co-editing, and standard multi-user assignments are not currently live.
  • • State and local coverage, custom integrations, SSO, and multi-user requirements must be scoped through Workflow Automation.

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