The Current Pipeline Amount chart compares the pipeline amounts for each stage, pipeline amount range, or probability range, in descending order by amount. Each bar represents the total pipeline amount for opportunities assigned to that stage or the total amount for opportunities with individual pipeline amounts or with probabilities within that range. |
In this topic |
If the Current Pipeline Amount chart is not visible, click the Amount and Count tab.
Chart Item |
Description |
Vertical axis: stages or ranges |
The vertical axis displays the stages, pipeline amount ranges, or probability ranges. |
Horizontal axis: pipeline amounts |
The horizontal axis displays the pipeline amount scale. |
Bars: pipeline amounts by stage |
Each bar represents the current total pipeline amount for opportunities that are assigned to that stage and that have an analysis date within the analysis period. The bars are displayed in descending order by amount. |
Bars: pipeline amounts by probability range |
Each bar represents the current total pipeline amount for opportunities that have a probability within that probability range and an analysis date within the analysis period. The bars are displayed in descending order by amount. |
Bars: pipeline amounts by pipeline range |
Each bar represents the current total pipeline amount for opportunities that have a pipeline amount within that amount range and an analysis date within the analysis period. The bars are displayed in descending order by amount. |
Data Item |
Description |
Stage pipeline amounts |
The sum of unweighted or weighted pipeline amounts for opportunities that are currently assigned to that stage and that have an analysis date in the analysis period. |
Probability range amounts |
The sum of unweighted or weighted pipeline amounts for opportunities that have a win probability within the probability range and that have an analysis date in the analysis period. |
Pipeline amount range amounts |
The sum of unweighted or weighted pipeline amounts for opportunities that have a pipeline amount within the pipeline amount range and that have an analysis date in the analysis period. |
For descriptions of the sources of the chart data, see Data Sources.
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 apply the analytics to either of those two amounts. When you select one of the options, Capture Analytics displays pipeline amounts calculated from amounts in that field in the opportunity records.
The Unweighted and Weighted options under Pipeline Probability Weighting provide the additional option to display either unweighted pipeline amounts or weighted pipeline amounts (pipeline amounts with the probabilities applied).
Capture Analytics calculates the weighted pipeline amount for each opportunity as follows: Unweighted pipeline amount × (Probability ÷ 100).
By default, the Current Pipeline Amount chart breaks down pipeline by stage, but you also have the option to analyze it by either set of pipeline amount ranges or by probability range.
To change the analyzed attribute, do either of the following in the first column of the Current Pipeline Amount and Count table:
Click to cycle through the options one at a time.
Right-click to select an option from a menu.
When you change the option, that change applies to the Current Pipeline Amount and Count table, Current Pipeline Amount chart, and Current Pipeline Count chart.
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 chart on one or a few stages or ranges, do either of the following:
Click and drag the mouse pointer over the vertical axis so that the green selection area touches only the stages or ranges you want. Illustration
Click and drag the mouse pointer over the chart so that the green selection area touches only the bars you want to include. Illustration
To focus the chart on a more restricted analysis period, specify the analysis period using the analysis period bars at the top of the tab. 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.
Click to send the data underlying the chart to Microsoft Excel. More...
In addition to the actions described above, you can also do the following:
Print the chart.
Email the chart.
Export chart data to a CSV file.
Attach a note to the chart.
For more on these actions, see Print, Email, or Export Analytic Data and Attach Notes to Analytics.