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The Win Rate Detail table, by default, displays the lost opportunities that are included in the win rate calculation for the win rate analysis period. You can use the Cycle icon in the Win Status column to switch the table contents to the won opportunities For each opportunity, the table displays its status (Win or Loss), the month and year in which its win rate analysis date falls, and its pipeline amount.
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In this topicWon Opportunities and Lost Opportunities |
If the Win Rate Detail table is not visible, click the Detail tab for the win rate analytics.
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Data Item |
Description |
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Month and year |
The month and year in which the opportunity's win rate analysis date falls. For example, if you use the awarded date as the win rate analysis date, this column displays the month and year in which each opportunity's awarded date falls. |
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Amount |
The unweighted pipeline amount for each lost or won opportunity, depending on which you are viewing. |
For descriptions of the sources of the table data, see Data Sources.
As part of the Costpoint Analytics configuration process, your system administrator specifies the date field from opportunity records in GovWin Capture Management that Costpoint Analytics uses to build the calendar for the win rate portion of the Bid and Win Rate Analytics. That calendar is used to determine which opportunities to include in the win rate calculations when you use the calendar bar to select an analysis period.
For example, your firm could use the opportunity awarded date. When you use the year options above the Win Rate Trended chart to specify an analysis period for win rates, Costpoint Analytics includes all won and lost opportunities with an awarded date that falls within that year.
The win rate analysis date can be, and often is, different than the bid rate analysis date. If the two date fields are the same, however, the analysis period you select for the win rate analytics is automatically applied to the bid rate analytics as well.
As part of the Costpoint Analytics configuration process, your system administrator specifies how Costpoint Analytics is to determine which opportunities are won and lost opportunities for the purpose of calculating your firm's win rates. That determination can be based on stage, on a user-defined field from the Opportunity table in GovWin Capture Management, or on a combination of the two.
For more information, see Bid and Win Rate Settings.
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 display win rates calculated using amounts from either of those two fields.
The amount displayed in Amount for an opportunity in the Win Rate Detail table is the amount from that field in the opportunity record in GovWin Capture Management.
Pipeline amounts used to calculate win rates are unweighted amounts.
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on the tab.
To sort the table based on the values in one of the columns, double-click the column heading for that column.
To change the sort order from ascending to descending or from descending to ascending, double-click the column heading of the current sort column.
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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.