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MAIVENmodelmarts

mart_mdt_rfps

beta
mart table

The incoming RFP intake queue — what's been requested and where it sits.

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Definition

One row per incoming Request for Proposal (grain rfp_id) in the intake pipeline (MVD Category 02). Real RFPs (grounded in the package RFQ artifacts, linked to their quoted opportunity) plus synthetic net-new prospects. Carries entity/region/channel, requested device/test scope, target dates, and the intake status (received → qualifying → quoted, or declined / on_hold). Use it to reason about the pre-proposal funnel; for issued-proposal outcomes use query_records('mdt_proposal').

Watch out for
  • highTreating RFP count as proposals/opportunities

    An RFP is an incoming request; only those with intake_status='quoted' (is_linked_to_opportunity=1) became a proposal. Don't equate RFP volume with proposal or win counts.

  • mediumExpecting client name / budget here

    client_name and budget_indication are confidential-commercial and are not projected on this mart (they stay in staging).

Questions this answers
  • “Which RFPs are still in the intake queue (received or qualifying)?”
  • “How many incoming RFPs arrived by channel this quarter?”
20 of 20
Column
Type
Description
Tests · PII
rfp_id
String
Primary key — grain of this mart.
smithers_employee PII2 tests
reference_id
Nullable(String)
RFQ/client reference (real Smithers ref or synthetic RFP-YYYY-NNN).
entity
String
Target Smithers legal entity.
client_region
String
Client region.
channel
String
Intake channel (email/referral/phone).
received_date
Nullable(Date)
Date the RFP arrived.
study_type
String
Study type requested.
testing_purpose
Nullable(String)
Flattened testing-purpose list.
device_summary
Nullable(String)
Devices mentioned in the request, as human-readable names (e.g. Auto-injector, Pre-filled syringe (needle safety device)). Raw device codes (AI, PFS-NSD, …) are mapped via the mdt_readable_devices macro; off-map tokens pass through unchanged.
requested_tests
Nullable(String)
Tests requested (flattened).
target_start_date
Nullable(Date)
Client target study-start date.
report_due_date
Nullable(Date)
Client-required report date.
regulatory_pathway
Nullable(String)
Submission pathway, if stated.
nda_required
Nullable(UInt8)
Whether an NDA is required (0/1).
questionnaire_provided
UInt8
Whether a filled questionnaire was provided (0/1).
intake_status
String
Intake-pipeline stage (received/qualifying/quoted/declined/on_hold).
priority
String
Intake priority (high/medium/low).
linked_opportunity_id
Nullable(String)
FK to the quoted opportunity, if the RFP was quoted; empty for net-new prospects.
is_linked_to_opportunity
Nullable(UInt8)
1 if the RFP became a quoted opportunity, else 0.
received_month
Nullable(Date)
First day of received month — intake metric grain key.