Charts and Tables
Current Pipeline by Stages — Displays a colored band in the funnel chart for each stage. The height of the band represents the pipeline amount for opportunities currently at that stage. You can also display the data in a pie chart or block chart. More...
Current Pipeline Breakout — Breaks out total pipeline and the pipeline amounts for each stage, pipeline amount range, or probability range for each year, quarter, or month in the analysis period. Each band in a stacked bar represents the pipeline amount for opportunities currently at that stage or that have a pipeline amount or probability in that range. You can also display the data in a line chart. More...
Current Pipeline by Attribute — Displays pipeline amounts for each stage, broken down by principal, project manager, supervisor, client, source, type, or opportunity. More...
Current Pipeline Amount and Count — Displays total pipeline amounts and number of opportunities for each stage, pipeline amount range, or probability range. More...
Current Pipeline Amount — Compares total pipeline amounts by stage, probability range, or pipeline amount range using a bar chart. Each bar represents the sum of pipeline amounts for opportunities that are assigned to that stage or that have a pipeline amount or probability within the range. More...
Current Pipeline Count — Compares total number of opportunities in the pipeline by stage, probability range, or pipeline amount range using a bar chart. Each bar represents the number of opportunities assigned to that stage or with a pipeline amount or probability within that range. More...
Current Pipeline Detail — Displays unweighted and weighted pipeline amounts for each opportunity, along with related information such as stage, probability, and analysis date. More...
How to...
Specify the analysis period — Use the calendar year, quarter, and month controls across the top of the tab to change the analysis period reflected in the analytics.
Filter by stage — Use the Stage list to filter the contents of the analytics by stage. When you display the analytics initially, they display pipeline data for all stages included in the current pipeline.
Select pipeline amount — Use the Pipeline Amount options to select the pipeline amount that you want to analyze and the Pipeline Probability Weighting options to indicate if you want to display unweighted or weighted pipeline amounts.
Filter by opportunity attributes — Use the Additional Filters lists to filter the data by any combination of organization, principal, project manager, supervisor, client, source, and type.
.
.
To display the selected values in that case, click anywhere in the attribute
row.Filter by opportunity — Use the Opportunity list to filter the contents of the analytics by opportunity. When you display the analytics initially, they display pipeline data for all opportunities with an analysis date within the analysis period.
in the upper right corner of the 
to search for
it.