Specify the Analysis Period (Pipeline Revenue Forecast)

Initially, the Pipeline Revenue Forecast Analytics display forecasted revenue for all months for which forecasted revenue currently exists. You can use the calendar bars across the top of the tab to select a more restricted analysis period.

If you make selections, Capture Analytics redisplays the analytics to reflect the new analysis period.

You can also change the analysis period by selecting bars directly on the Pipeline Revenue Forecast Spread chart.

Impact on Other Analytics

The analysis period that you select on the Pipeline Revenue Forecast tab only affects the analytics on that tab. Because each of the tabs in Capture Analytics has unique date filtering requirements, you set the analysis period for each tab separately.

Analysis Date

As part of Capture Analytics configuration, your system administrator specifies the date fields in opportunity records that you want Capture Analytics to use to determine the expected start and expected end of the contract for each opportunity. If that time range for an opportunity overlaps the analysis period you select on the Pipeline Revenue Forecast tab, Capture Analytics includes the monthly forecasted revenue for that opportunity in the amounts displayed on the Pipeline Revenue Forecast tab.

Those date fields are the analysis dates for the Pipeline Revenue Forecast tab. The fields your firm uses are displayed below Calendar Start and End Based On in the upper-left corner of the tab.

Analyze Data for Calendar Years

To select one calendar year, click that year.

To select more than one year, do either of the following:

Click the first year, hold down the mouse button, and drag the mouse pointer over the other years.

Click the first year, and then press CTRL as you click each of the other years.

Analyze Data for Selected Calendar Quarters

Select the calendar year or years.
To select one quarter, click that quarter.

To select more than one quarter, do either of the following:

Click the first quarter, hold down the mouse button, and drag the mouse pointer over the other quarters.
Click the first quarter, and then press CTRL as you click each of the other quarters.

Analyze Data for Selected Months

Select the calendar year or years.
To select one month, click that month.

To select more than one month, do either of the following:

Click the first month, hold down the mouse button, and drag the mouse pointer over the other months.
Click the first month, and then press CTRL as you click each of the other