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The Pipeline Revenue Forecast by Attribute table displays the forecasted revenue by opportunity attribute (project manager or opportunity type, for example) for each month, quarter, or year in the analysis period. |
In this topic |
If the Pipeline Revenue Forecast by Attribute table is not visible, click the By Attribute tab.
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Data Item |
Description |
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Forecasted revenue for a month, quarter, or year |
The portion of unweighted or weighted pipeline amounts allocated as forecasted revenue to the month, quarter, or year for all opportunities in the current pipeline that have the attribute value in the first column. |
For descriptions of the sources of the table data, see Data Sources.
Capture Analytics calculates forecasted revenue based on the current pipeline amounts for opportunities. 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 on the Pipeline Revenue Forecast tab enable you to apply the analytics to either of those two amounts. When you select one of the options, Capture Analytics recalculates forecasted revenue using the pipeline amounts from that field in the opportunity records.
The Unweighted and Weighted options under Pipeline Probability Weighting provide the additional option to display forecasted revenue using 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 forecast revenue in the Revenue Forecast by Attribute table by any of the following opportunity attributes:
Organization
Principal
Project manager
Supervisor
Client
Source
Type
Opportunity name or opportunity ID and name
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 forecasted revenue for those two opportunity sources.
You can break out forecasted revenue in the Pipeline Revenue Forecast by Attribute table by month, quarter, or year.
To change the period columns, do either of the following:
Click next to the period heading ( Month, for example ) to cycle through the options one at a time.
Right-click next to the period heading to select an option from a menu.
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), the table is filtered based on the attribute value for that row.
If you click a forecasted revenue amount cell in a month, quarter, or year column, the table is filtered based on the attribute value and period for that cell.
If you click a month, quarter, or year column heading, the table is filtered to display data only for that month, quarter, or year.
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.