The Historical Pipeline Composition table displays, for each week or month in the analysis period, the beginning pipeline, changes to pipeline, and ending pipeline. You have the option to view the data in a table or in a waterfall chart.
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In this topic |
If the Historical Pipeline Composition table is not visible, click the Composition tab.
The default analytic object is a table, but you can use the Fast Change
icon (
) in the title bar to cycle to a
waterfall chart.
Chart Item |
Description |
Horizontal axis: calendar weeks or months |
The horizontal axis displays the range of calendar weeks or months included in the analysis period. A Capture Analytics configuration setting determines if the view is by week or month. |
Vertical axis: historical pipeline amounts |
The vertical axis displays the range of historical pipeline amounts. |
Bars: historical pipeline change amounts |
Each bar represents the amount that entered the pipeline, net adjustments to existing pipeline amounts, or the amount that moved out of the pipeline during that week or month. |
Data Item |
Description |
Beginning pipeline |
The sum of pipeline amounts for opportunities in the pipeline at the beginning of the week or month. |
New pipeline |
The sum of pipeline amounts for opportunities that entered the pipeline during the week or month. |
Adjustments |
The sum of changes made during the week or month to pipeline amounts for opportunities in the pipeline. The changes could be direct changes to the pipeline amounts or, for weighted pipeline, changes to probabilities. |
Moved out of pipeline |
The sum of pipeline amounts for opportunities that left the pipeline during the week or month. These are opportunities that were moved out of a pipeline stage into a stage not included in the pipeline (won and lost opportunities, for example). |
Ending pipeline |
The sum of pipeline amounts for opportunities in the pipeline at the end of the week or month. |
For descriptions of the sources of the table data, see Data Sources.
The workflow process added to GovWin Capture Management captures all changes to opportunity stages, probabilities, and pipeline amounts. However, Capture Analytics is an analysis tool, not an audit trail, so complete activity detail is not available through the Historical Pipeline Analytics. In most cases, those analytics reflect the net result of activity for each week or month. Though multiple changes can occur to one of the tracked data items for an opportunity within a single week or month, the analytics only consider the week-ending or month-ending values when displaying historical pipeline data. Those ending values, in turn become the beginning values for the next week or month.
To get a more granular view, go to the Historical Pipeline Change Detail table, which displays pipeline activity by date of change. Even that table, however, does not provide complete detail if the value of a tracked item changes more than once on a given date.
When your firm implements Capture Analytics, it can select two amount fields from opportunity records in GovWin Capture Management to analyze as pipeline. When Capture Analytics stores historical pipeline information, it includes pipeline amounts for each opportunity based on the amounts in each of those fields. As a result, you can use the options under Pipeline Amount to display historical pipeline using amounts from either of those two fields.
The Unweighted and Weighted options under Pipeline Probability Weighting provide the additional option to display either unweighted or weighted historical pipeline amounts. Weighted pipeline amounts are pipeline amounts with the probabilities applied. Capture Analytics calculates the weighted pipeline amount for each opportunity for a given week or month as follows: Historical pipeline amount × (Historical probability ÷ 100).
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 one or more rows:
To narrow the focus to one row, click any cell in that row.
To narrow the focus to a set of rows, click in any cell in the first row you want, hold the mouse button down, drag until all the rows you want are selected, and release the mouse button.
If you focus the table in one of these ways, Capture Analytics applies the same change, as appropriate, to all other analytic objects.
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.
Click at the top right of the chart
to display the chart at its maximum size. Click
to restore the chart to its original size and location on the tab.
To focus the waterfall chart on a particular set of data points, click
and drag the mouse pointer over the chart so that the green selection
area touches only the bars that you want to include. 
Illustration
To focus the chart on a more restricted analysis period, do any of the following:
Specify
the analysis period using the calendar bars at the top of the tab.
Illustration
Click and drag the mouse pointer over
the chart bars so that the green selection area touches only the bars
for the weeks or months you want. Illustration
If you use any of the above actions to change the chart, Capture Analytics applies the same changes, as appropriate, to all other analytic objects. An important exception is the analysis period. The analysis period you select on this tab does not affect the analytics on any of the other Capture Analytics tabs.
To see the historical pipeline change values represented
by a set of bars on the waterfall chart, position the mouse pointer over
one of the bars. When you do, Capture Analytics displays a data box that
contains the beginning pipeline for the week or month, change amounts
for that period, and the ending pipeline. Illustration
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.
