Specify the Analysis Period

The Ad Hoc Data Discovery tab uses the same analysis period and analysis date as the Current Pipeline does. The default analysis period is automatically set to include all opportunities in the current pipeline.

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If you use the calendar bars across the top of the tab to change the analysis period reflected in the table, Capture Analytics recalculates pipeline amounts based on the new set of opportunities with analysis dates in the modified analysis period.

Any change you make to the analysis period on either the Ad Hoc Data Discovery tab or the Current Pipeline tab is also applied to the other tab. However, no other analytic tabs are affected.

Analysis Date

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 and Ad Hoc Data Discovery tab. That date field is the analysis date. The calendar, in turn, is used to do the following:

The field your firm uses for the analysis date is displayed next to Calendar Based On in the upper-left corner of the Current Pipeline tab.

Analyze Data for Calendar Years

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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

Basics_AnalysisPeriodQuarter.png

  1. Select the calendar year or years.

  2. 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

Basics_AnalysisPeriodPeriod.png

  1. Select the calendar year or years.

  2. 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