The Current Pipeline by Attribute table displays pipeline amounts for each stage. You can further break down the pipeline by any of the following opportunity attributes:
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In this topic |
If the Current Pipeline by Attribute table is not visible, click the By Attribute tab.
Data Item |
Description |
Pipeline amounts in stage columns |
The pipeline amount in each table row is the sum of pipeline amounts or weighted pipeline amounts for all opportunities that have the attribute value in the first column and are currently assigned to that stage. The Total row displays the total pipeline amount for each stage. |
Total pipeline amounts |
The pipeline amount in each table row in the Total column is the total unweighted or weighted pipeline amount for opportunities that have the attribute value in the first column. The Total row displays the total pipeline amounts for the stages. |
For descriptions of the sources of the table data, see Data Sources.
If your firm has set up grouped stages for Capture Analytics, use the Detail and Grouped options to view pipeline data either for the original GovWin Capture Management opportunity stages (detail stages) or for the grouped stages. When you select the Grouped option, the column labels and amounts in this table change to display pipeline amounts for the grouped stages.
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 analytics to either of those two amounts. When you select one of the options, Capture Analytics displays pipeline amounts calculated from amounts in that field in the opportunity records.
The Unweighted and Weighted options under Pipeline Probability Weighting provide the additional option to display either unweighted pipeline amounts or weighted pipeline amounts (pipeline amounts with the probabilities applied).
Capture Analytics calculates the weighted pipeline amount for each opportunity as follows: Unweighted pipeline amount × (Probability ÷ 100).
You can display pipeline amounts in the Current Pipeline by Attribute table by any of the following opportunity attributes:
Organization
Principal
Project manager
Supervisor
Client
Source
Type
Opportunity name or opportunity ID
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 pipeline amounts for those two opportunity sources.
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 value column (the first column) or in the Total column, the table is filtered based on the attribute value for that row.
If you click a pipeline amount cell in a stage column, the table is filtered based on the attribute value and stage for that cell.
If you click a stage column heading, the table is filtered based on that stage.
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.