Initially, the Current Pipeline Analytics display pipeline data for all opportunities assigned to stages that are included in the current pipeline. The default analysis period is automatically set to include all of the analysis dates for those opportunities.
You can use the option bars across the top of the tab to change the analysis period reflected in the charts and tables on the Current Pipeline tab.
If you make selections, Capture Analytics recalculates pipeline amounts for all analytics on the tab based on the new set of opportunities with analysis dates in the modified analysis period.
You can also change the analysis period by selecting bars or line chart data points directly on the Current Pipeline Breakout chart.
The analysis period that you select on the Current Pipeline tab only affects the analytics on that tab. Because each of the tabs in Capture Analytics has a unique calendar and date filtering requirements, you set the analysis period for each tab separately.
As part of Capture Analytics configuration, your system administrator specifies the date field in opportunity records that you want Capture Analytics to use to build the calendar for the Current Pipeline tab. That date field is the analysis date for the Current Pipeline Analytics. The calendar, in turn, is used to do the following:
Determine which opportunities to include in the Current Pipeline Analytics, based on the analysis period
Group opportunities based on date for calculating current pipeline data by month, quarter, or year
The field your firm uses for the analysis date is displayed next to Calendar Based On in the upper-left corner of the tab.
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To select one calendar year, click that year. To select more than one year, do either of the following:
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To select more than one quarter, do either of the following:
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To select more than one month, do either of the following:
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