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The New to Pipeline Analysis table displays, for each week or month in the analysis period, the sum of pipeline amounts for opportunities that entered the pipeline during the week or month. You can also drill down on a week or month to view the pipeline amounts for the individual opportunities that entered the pipeline. |
In this topic |
If the New to Pipeline Analysis table is not visible, click the Composition tab.
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Data Item |
Description |
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New to pipeline amount |
At the week or month level, the New to Pipeline column displays the sum of pipeline amounts for opportunities that entered the pipeline during the week or month. If you drill down to the opportunity level, it displays the pipeline amounts for the individual opportunities 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 in New to Pipeline. |
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).
To drill down to historical pipeline data for the individual opportunities, click 
in the week or month 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 one week or month. Click in the week or month column or in the New to Pipeline column.
If you focus the table in this way, Capture Analytics changes the analysis period for the Historical Pipeline Analytics to that week or month.
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.