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The Historical Pipeline by Attribute table displays, by opportunity attribute, the beginning pipeline for the analysis period, changes to pipeline, and ending pipeline. You can display historical pipeline broken out by organization, principal, project manager, supervisor, client, source, or type. You can also drill down on an attribute value to view the same information for the individual opportunities that contributed pipeline amounts for that attribute value. |
In this topic |
If the Historical Pipeline by Attribute table is not visible, click the By Attribute tab.
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Data Item |
Description |
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Beginning pipeline amount |
At the attribute level, this column contains the sum of pipeline amounts for opportunities with the attribute value at the beginning of the first week or month in the analysis period. If you drill down to the opportunity level, this column contains the pipeline amount for the opportunity at the beginning of the first week or month in the analysis period. |
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New pipeline amount |
At the attribute level, this column contains the sum of pipeline amounts for opportunities with the attribute value that entered the pipeline during the analysis period. If you drill down to the opportunity level, this column contains the initial pipeline amount for an opportunity with the attribute value that entered the pipeline. Note that if an opportunity moves out the pipeline and then, during the analysis period, is again assigned to a stage that is included in pipeline, the pipeline amount for that opportunity is included as a new pipeline amount. |
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Adjustment amount |
At the attribute level, this column contains the 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. If you drill down to the opportunity level, this column contains the net change made during the analysis period to the opportunity's pipeline amount. |
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Moved out of pipeline amount |
At the attribute level, this column contains the 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) If you drill down to the opportunity level, this column contains the pipeline amount for the opportunity when it left the pipeline. (A 0 value indicates that the opportunity did not leave the pipeline.) |
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Ending pipeline amount |
At the attribute level, this column contains the sum of pipeline amounts for opportunities with the attribute value at the end of the last week or month in the analysis period. If you drill down to the opportunity level, this column contains the pipeline amount for the opportunity at the end of the last week or month in the analysis period. |
For descriptions of the sources of the table data, see Data Sources.
The workflow process added to GovWin Capture Management captures all changes to opportunity stages, probabilities, and pipeline amounts. However, Capture Analytics is an analysis tool, not an audit trail, so complete activity detail is not available through the Historical Pipeline Analytics. In most cases, those analytics reflect the net result of activity for each week or month. Though multiple changes can occur to one of the tracked data items for an opportunity within a single week or month, the analytics only consider the week-ending or month-ending values when displaying historical pipeline data. Those ending values, in turn become the beginning values for the next week or month.
To get a more granular view, go to the Historical Pipeline Change Detail table, which displays pipeline activity by date of change. Even that table, however, does not provide complete detail if the value of a tracked item changes more than once on a given date.
When your firm implements Capture Analytics, it can select two amount fields from opportunity records in GovWin Capture Management to analyze as pipeline. When Capture Analytics stores historical pipeline information, it includes pipeline amounts for each opportunity based on the amounts in each of those fields. As a result, you can use the options under Pipeline Amount to display historical pipeline using amounts from either of those two fields.
The Unweighted and Weighted options under Pipeline Probability Weighting provide the additional option to display either unweighted or weighted historical pipeline amounts. Weighted pipeline amounts are pipeline amounts with the probabilities applied. Capture Analytics calculates the weighted pipeline amount for each opportunity for a given week or month as follows: Historical pipeline amount × (Historical probability ÷ 100).
You can display historical pipeline amounts in the Historical Pipeline by Attribute table by any of the following opportunity attributes:
Organization
Principal
Project manager
Supervisor
Client
Source
Type
To change the analyzed attribute, do either of the following in the first column of the table:
Click 
to cycle through the options one at a time.
Right-click to select an option from a menu.
If you apply filters before you change the analyzed attribute, the table only displays amounts for attribute values that satisfy those filters. For example, if you select two sources in the Source list under Additional Filters and then use to display amounts by source, the table only displays the historical pipeline for those two opportunity sources.
To drill down to historical pipeline data for the individual opportunities, click 
in the attribute value table cell.
Click 
to display the table at its
maximum size so you can read it and interact with it more easily. Click
to restore the table to its original size and location
on the tab.
You can narrow the focus of this table by selecting a cell in the table:
If you click a cell in the attribute column, the table is filtered to display only rows for that attribute value.
If you click a cell in the Opportunity column, the table is filtered to display only rows for that opportunity.
If you click an amount cell, the table is filtered to display only that row.
If you focus the table in one of these ways, Capture Analytics applies the same change, as appropriate, to all other analytic objects.
Because this is a pivot table, you cannot change the order of data in the table as you can with most other tables in Costpoint Analytics.
Click 
to send the data underlying
the table to Microsoft Excel. More...
In addition to the actions described above, you can also do the following:
Print the table.
Email the table.
Export table data to a CSV file.
Attach a note to the table.
For more on these actions, see Print, Email, or Export Analytic Data and Attach Notes to Analytics.