Forecast Opportunities

Modified on Thu, 14 Aug at 6:16 PM

What You'll Learn

In this article, you’ll learn how to use the Forecast Opportunities section in SBCX. You'll discover how to:

Search and filter forecast opportunities
Add opportunities through individual entry or bulk upload
Submit or publish opportunities based on your role
Create forecast opportunities directly from a Small Business Review

TABLE OF CONTENTS

1. Forecast Opportunities Overview

2. Adding Forecast Opportunities

Bulk Upload
Individual Opportunity
Forecast Opportunity from Small Business Review

1. Forecast Opportunities Overview

In SBCX, you can search the Forecast Opportunities database using filters to narrow your results. The system displays detailed information about each opportunity. If you're a registered user, you can also export results to Excel.

If you’re part of an Operating Division (OPDIV), you can do more—you can search, add, review, and manage opportunities in the system.

Figure 1. Opportunity Forecast search, results, and export

2. Adding Forecast Opportunities

If you have the right permissions, you can create and publish opportunities to the public database. There are three ways to add forecast opportunities in SBCX:

Bulk Upload
Individual Entry
From a Small Business Review (Form 653)

Bulk Upload

Figure 2. Upload multiple opportunities at once using the HHS Forecast Template.

To upload multiple opportunities:

Go to Opportunity Forecasts and select the Bulk Upload tab.
Download the Opportunity Forecast Template from the link provided.
Open the Excel workbook and review the Instructions tab.
Fill out the Opportunity worksheet using the required and optional fields.
Make sure your formatting is correct—copying and pasting may introduce errors.
Save the completed workbook.
Use the Browse Files link to upload your file.
Review the uploaded opportunities:
- SBCX will check for formatting and data issues.
- You can edit entries in the system or make changes in Excel and re-upload.
Accept or reject the import:
- Valid entries will be marked as Submitted for Approval or Published, depending on your permissions.

Individual Opportunity

Figure 3. Add a single forecast opportunity

To add a forecast opportunity one at a time:

Go to Opportunity Forecasts and open the Add and Edit tab.
Click Create New Forecast.
Fill in all required fields following the on-screen instructions.
When you're ready, choose one of the following:

Save for Later
Submit for Approval (if you're a Contract Specialist without publishing permission)
Publish (if you're a Contracting Officer, HCA/DHCA, or Program Official)

Keep in Mind

You can only submit a completed opportunity for approval.
You can edit opportunities from this screen before submitting.
If you have the right permissions, you can publish individual opportunities or publish all valid entries at once.

️

Forecast Opportunity from Small Business Review

If an acquisition hasn't been forecast yet and you have the right permissions, you can submit it directly from a completed Small Business Review (Form 653).

Notes

Once you submit an opportunity as a Contract Specialist, you won’t be able to edit or delete it.
To make changes, you’ll need to contact someone in a higher role (like a CO or HCA/DHCA) by email.
If you’re a CO or HCA/DHCA, you can view, edit, and publish opportunities from the Add and Edit tab. You can choose to publish them one at a time or all at once.
You can remove old opportunities from the Published tab and selecting Delete.

Need help?

Submit a help desk ticket or email us at: client.support@apexlogic.com