Moved Out of Pipeline Analysis Table

The Moved Out of Pipeline Analysis table displays, for each week or month in the analysis period, 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)

You can also drill down on a week or month to view the pipeline amounts for the individual opportunities that left the pipeline.

In this topic

Display the Table

Table Data

Moved Out of Pipeline Reason

Pipeline Amounts

Drill Down to Opportunity Level

Maximize the Table

Focus the Table

Sort the Table

Send the Table Data to Excel

Other Table Actions

Display the Table

If the Moved Out of Pipeline Analysis table is not visible, click the Composition tab.

HP_Composition_Tab.png

Table Data

Data Item

Description

Moved out of pipeline amount

At the week or month level, the Moved Out of Pipeline column displays the sum of pipeline amounts for opportunities that left the pipeline during the week or month.

If you drill down to the opportunity level, it displays the pipeline amounts for the individual opportunities that left the pipeline.

For descriptions of the sources of the table data, see Data Sources.

Important Note on Historical Pipeline Data Detail

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.

Drill Down to Opportunity Level

To drill down to historical pipeline data for the individual opportunities, click Common_Expand.png in the week or month table cell.

Moved Out of Pipeline Reason

If you drill down to the opportunity level, the table includes a Reason column that displays the name of the non-pipeline detail stage into which that opportunity was moved when it left the pipeline. For example, if the opportunity left the pipeline because your firm won the contract and it was assigned to the Won stage, Won appears in the Reason column.

Pipeline Amounts

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).

Maximize the Table

Click maximizechart.png to display the table at its maximum size so you can read it and interact with it more easily. Click RestoreChart.png to restore the table to its original size and location on the tab.

Focus the Table

You can narrow the focus of this table by selecting one week or month. Click in the week or month column or in the Moved Out of Pipeline column.

If you focus the table in this way, Capture Analytics changes the analysis period for the Historical Pipeline Analytics to that week or month.

Sort the Table

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.

Send the Table Data to Excel

Click SendToExcel.png to send the data underlying the table to Microsoft Excel. More...

Other Table Actions

In addition to the actions described above, you can also do the following:

For more on these actions, see Print, Email, or Export Analytic Data and Attach Notes to Analytics.