Historical Pipeline Analytics: Quick Reference

Total historical pipeline amount for a week or month = Sum of unweighted or weighted pipeline amounts for all opportunities included in the pipeline as of the end of the week or month that each bar or chart line data point represents.

Stage historical pipeline amounts for a week or month = Sum of unweighted or weighted pipeline amounts for all opportunities that were assigned to that stage as of the end of the week or month that each bar or chart line data point represents.

Probability range historical pipeline amounts for a week or month = Sum of unweighted or weighted pipeline amounts for all opportunities with a probability within that range as of the end of the week or month that each bar or chart line data point represents.

Pipeline amount range historical pipeline amounts for a week or month = The sum of unweighted or weighted pipeline amounts for all opportunities with a pipeline amount within that range as of the end of the week or month that each bar or chart line data point represents.

The source for pipeline amounts is the Opportunity table in GovWin Capture Management. The specific GovWin Capture Management field is the field assigned to Pipeline 1 Amount or Pipeline 2 Amount in Capture Analytics Configuration.

Opportunity stages and probabilities also come from the Opportunity table in GovWin Capture Management.

Your Costpoint Analytics system administrator defines the probability ranges and pipeline amount ranges during the Capture Analytics configuration process.

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Beginning pipeline amount = Sum of pipeline amounts for opportunities in the pipeline at the beginning of the week or month.

New pipeline amount = Sum of pipeline amounts for new opportunities that entered the pipeline during the week or month.

Adjustment amount = Sum of changes made during the week or month to pipeline amounts for opportunities in the pipeline. The changes could be direct changes to the pipeline amounts or, for weighted pipeline, changes to probabilities.

Moved out of pipeline amount = Sum of pipeline amounts for opportunities that left the pipeline during the week or month. These are opportunities that were moved out of a pipeline stage into a stage not included in the pipeline (won and lost opportunities, for example).

Ending pipeline amount = Sum of pipeline amounts for opportunities in the pipeline at the end of the week or month.

The source for pipeline amounts is the Opportunity table in GovWin Capture Management. The specific GovWin Capture Management field is the field assigned to Pipeline 1 Amount or Pipeline 2 Amount in Capture Analytics Configuration.

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New pipeline amount = Sum of pipeline amounts for opportunities that entered the pipeline during the week or month.

The source for pipeline amounts is the Opportunity table in GovWin Capture Management. The specific GovWin Capture Management field is the field assigned to Pipeline 1 Amount or Pipeline 2 Amount in Capture Analytics Configuration.

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Moved out of pipeline amount = Sum of pipeline amounts for opportunities that left the pipeline during the week or month. These are opportunities that were moved out of a pipeline stage into a stage not included in the pipeline (won and lost opportunities, for example).

The source for pipeline amounts is the Opportunity table in GovWin Capture Management. The specific GovWin Capture Management field is the field assigned to Pipeline 1 Amount or Pipeline 2 Amount in Capture Analytics Configuration.

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Beginning pipeline amount = Sum of pipeline amounts for opportunities assigned to the stage at the beginning of the first week or month in the analysis period.

New pipeline amount = Sum of pipeline amounts for opportunities that entered the pipeline when they were assigned to the stage during the analysis period.

Adjustment amount = Sum of changes made during the analysis period to pipeline amounts for opportunities assigned to the stage. The changes could be direct changes to the pipeline amounts or, for weighted pipeline, changes to probabilities.

Moved into stage amount = Sum of pipeline amounts for opportunities that were moved to the stage from another stage in the pipeline during the analysis period.

Moved out of stage amount = Sum of pipeline amounts for opportunities that were moved out of the stage to another stage in the pipeline during the analysis period.

Moved out of pipeline amount = Sum of pipeline amounts for opportunities that moved out of the stage to leave the pipeline during the analysis period. These are opportunities that were moved out of a pipeline stage into a stage not included in the pipeline (won and lost opportunities, for example).

Ending pipeline amount = Sum of pipeline amounts for opportunities assigned to the stage at the end of the last week or month in the analysis period.

The source for pipeline amounts is the Opportunity table in GovWin Capture Management. The specific GovWin Capture Management field is the field assigned to Pipeline 1 Amount or Pipeline 2 Amount in Capture Analytics Configuration.

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Beginning pipeline amount = Sum of pipeline amounts for opportunities with the attribute value at the beginning of the first week or month in the analysis period.

New pipeline amount = Sum of pipeline amounts for opportunities with the attribute value that entered the pipeline during the analysis period.

Adjustment amount = Sum of changes made during the analysis period to pipeline amounts for opportunities with the attribute value. The changes could be direct changes to the pipeline amounts or, for weighted pipeline, changes to probabilities.

Moved out of pipeline amount = Sum of pipeline amounts for opportunities with the attribute value that left the pipeline during the analysis period. These are opportunities that were moved out of a pipeline stage into a stage not included in the pipeline (won and lost opportunities, for example).

Ending pipeline amount = Sum of pipeline amounts for opportunities with the attribute value at the end of the last week or month in the analysis period.

The source for pipeline amounts is the Opportunity table in GovWin Capture Management. The specific GovWin Capture Management field is the field assigned to Pipeline 1 Amount or Pipeline 2 Amount in Capture Analytics Configuration.

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Stage, probability, and pipeline "before" amount = The opportunity's stage, probability, and pipeline amount on the indicated date before changes occurred.

Stage, probability, and pipeline "after" amount = The opportunity's stage, probability, and pipeline amount on the indicated date after changes occurred.

The source for opportunity stages, probabilities, and pipeline amounts is the Opportunity table in GovWin Capture Management.

The specific GovWin Capture Management fields for pipeline amounts are the field assigned to Pipeline 1 Amount and Pipeline 2 Amount in Capture Analytics Configuration.

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It is common for firms to track the potential value of an opportunity as more than one amount. When your firm implements Capture Analytics, it can select two amount fields from opportunity records in GovWin Capture Management to analyze as pipeline. The options under Pipeline Amount enable you to apply the Historical Pipeline Analytics to either of those two amounts.

The Unweighted and Weighted options under Pipeline Probability Weighting provide the additional option to display either total pipeline amounts or weighted pipeline amounts (pipeline amounts with the probabilities applied).

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