The Pipeline Revenue Forecast Detail table displays forecasted revenue for the analysis period and total pipeline amount for individual opportunities, along with this additional opportunity data:
Normally, only opportunities with forecasted revenue in the analysis period are included. However, if you have opportunities for which the dates needed to do the forecast are missing, they are displayed also, with 0 in the Forecasted Revenue column. |
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If the Pipeline Revenue Forecast Detail table is not visible, click the Exclusions and Detail tab.
Data Item |
Description |
Forecasted revenue |
Monthly forecasted revenue for the opportunity × Number of months of forecasted revenue for the opportunity in the analysis period |
Total pipeline amount |
Total pipeline amount for the opportunity, regardless of the analysis period. If the analysis period does not include all months for which the opportunity has forecasted revenue, this amount will be larger than the amount in the Forecasted Revenue column. |
For descriptions of the sources of the table data, see Data Sources.
Capture Analytics calculates forecasted revenue based on the current pipeline amounts for opportunities. 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 on the Pipeline Revenue Forecast tab enable you to apply the analytics to either of those two amounts. When you select one of the options, Capture Analytics recalculates forecasted revenue using the pipeline amounts from that field in the opportunity records.
The Unweighted and Weighted options under Pipeline Probability Weighting provide the additional option to display forecasted revenue using 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)
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You can narrow the focus of this table by clicking a cell in the table:
If you click a date cell or a Current Stage or Current Probability cell, the table is filtered based on the value in that cell. For example, if you click a cell in the Current Stage column, Capture Analytics updates the table to display only rows for opportunities assigned to that stage.
If you click an Opportunity, Forecasted Revenue, or Total Pipeline cell, the table only displays that row.
If you focus the table in this way, 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.
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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.