Initially, the Historical Pipeline Analytics display historical pipeline data since the installation of Capture Analytics.
You can use the calendar bars across the top of the tab to change the analysis period reflected in the charts and tables on the Historical Pipeline tab.
If you make selections, Capture Analytics updates the analytics based on the weekly or monthly historical pipeline data for the modified analysis period.
You can also change the analysis period by selecting one or a more bars on the Historical Pipeline Comparison chart or by selecting one or a range of dates in one of the tables.
The analysis period you specify on the Historical Pipeline tab only applies to the analytics on that tab.
As part of Capture Analytics configuration, your system administrator specifies whether your firm wants to analyze changes in pipeline on a weekly or monthly basis.
If the system administrator selects the weekly option and specifies the day on which the week ends, Capture Analytics displays historical pipeline data as of the end of each week.
If the system administrator selects the monthly option, Capture Analytics displays historical pipeline data as of the end of each month.
How many weeks or months are available for analysis depends on how long your firm has been using Capture Analytics.
To select one calendar year, click that year. To select more than one year, do either of the following:
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To select more than one quarter, do either of the following:
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To select more than one month, do either of the following:
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