Current Pipeline by Attribute Table

The Current Pipeline by Attribute table displays pipeline amounts for each stage. You can further break down the pipeline by any of the following opportunity attributes:

  • Organization

  • Principal

  • Project manager

  • Supervisor

  • Client

  • Source 

  • Type

  • Opportunity

In this topic

Display the Table

Table Data

Detail and Grouped Stages

Pipeline Amounts

Change the Analyzed Attribute

Maximize the Table

Focus the Table

Sort the Table

Send the Table Data to Excel

Other Table Actions

Display the Table

If the Current Pipeline by Attribute table is not visible, click the By Attribute tab.

PL_By_Attribute_Tab.png

Table Data

Data Item

Description

Pipeline amounts in stage columns

The pipeline amount in each table row is the sum of pipeline amounts or weighted pipeline amounts for all opportunities that have the attribute value in the first column and are currently assigned to that stage.

The Total row displays the total pipeline amount for each stage.

Total pipeline amounts

The pipeline amount in each table row in the Total column is the total unweighted or weighted pipeline amount for opportunities that have the attribute value in the first column.

The Total row displays the total pipeline amounts for the stages.

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

Detail and Grouped Stages

If your firm has set up grouped stages for Capture Analytics, use the Detail and Grouped options to view pipeline data either for the original GovWin Capture Management opportunity stages (detail stages) or for the grouped stages. When you select the Grouped option, the column labels and amounts in this table change to display pipeline amounts for the grouped stages.

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. 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).

Change the Analyzed Attribute

You can display pipeline amounts in the Current Pipeline by Attribute table by any of the following opportunity attributes:

These attributes are available by default. Your system administrator may make additional attributes available.

To change the analyzed attribute, do either of the following in the first column of the table:

If you apply filters before you change the analyzed attribute, the table only displays amounts for attribute values that satisfy those filters. For example, if you select two sources in the Source list under Additional Filters and then use Common_Cycle_Icon_in_Table.png to display amounts by source, the table only displays the pipeline amounts for those two opportunity sources.

If opportunities exist in the current pipeline that have no value for the selected attribute, a dash appears in the first column of the table and the pipeline amounts in the stage columns are totals for all opportunities without a value for the attribute.

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 a cell in the table:

If you focus the table in one of these ways, Capture Analytics applies the same change, as appropriate, to all other analytic objects.

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.