The Bid Rate Analysis table displays the following by opportunity attribute:
You can analyze the bid rate information by organization, principal, project manager, supervisor, client, source, and type. |
In this topicBid Opportunities and No-Bid Opportunities Bid Rate Analysis Date and Analysis Period |
If the Bid Rate Analysis table is not visible, click the Analysis tab for the bid rate analytics.
Data Item |
Description |
Bid count |
The number of bid opportunities for the attribute in the first column. The total row at the bottom displays the total number of bid opportunities for the bid rate analysis period. |
Bid count + No-bid count |
Number of bid opportunities + number of no-bid opportunities for the attribute in the first column. The total row at the bottom displays the total number of bid and no-bid opportunities for the bid rate analysis period. |
Bid rate based on count |
The bid rate based on the number of bid and no-bid opportunities for the attribute in the first column: Number of bid opportunities ÷ (Number of bid opportunities + Number of no-bid opportunities) The total row at the bottom displays the bid rate based on the total number of bid and no-bid opportunities for the bid rate analysis period. |
Bid amount |
The sum of unweighted pipeline amounts for bid opportunities for the attribute in the first column. The total row at the bottom displays the total pipeline amount for bid opportunities for the bid rate analysis period. |
Bid amount + No-bid amount |
Sum of pipeline amount for bid opportunities + sum of pipeline amount for no-bid opportunities for the attribute in the first column. The total row at the bottom displays the total pipeline amount for bid and no-bid opportunities for the bid rate analysis period. Pipeline amounts used to calculate bid rates are unweighted amounts. |
Bid rate based on pipeline amounts |
The bid rate based on the pipeline amounts for bid and no-bid opportunities for the attribute in the first column: Pipeline amount for bid opportunities ÷ (Pipeline amount for bid opportunities + Pipeline amount for no-bid opportunities.) The total row at the bottom displays the bid rate based on the total pipeline amounts for bid and no-bid opportunities for the bid rate analysis period. Pipeline amounts used to calculate bid rates are unweighted amounts. |
For descriptions of the sources of the table data, see Data Sources.
Your firm uses the opportunity open date as the bid rate analysis date. For principal Grace Cohen, the total pipeline amounts for the bid opportunities and no-bid opportunities with an open date in 2012 are the following:
Bid opportunities: $2,000,000
No-bid opportunities: $3,000,000
If you select 2012 as the analysis period, this table displays a 40% bid rate in Amount Bid Rate for Grace Cohen:
2,000,000 ÷ (2,000,000 + 3,000,000) = .4 = 40%
As part of the Costpoint Analytics configuration process, your system administrator specifies the date field from opportunity records in GovWin Capture Management that Costpoint Analytics uses to build the calendar for the bid rate portion of the Bid and Win Rate Analytics. That calendar is used to determine which opportunities to include in the bid rate calculations when you use the calendar bar to select an analysis period.
For example, your firm could use the opportunity open date. When you select a year in the calendar bar above the Bid Rate Trended chart to specify an analysis period for bid rates, Costpoint Analytics includes all bid and no-bid opportunities with an open date that falls within that year.
The bid rate analysis date field can be, and often is, different than the win rate analysis date field. If the two date fields are the same, however, the analysis period you select for the bid rate analytics is automatically applied to the win rate analytics as well.
As part of the Costpoint Analytics configuration process, your system administrator specifies how Costpoint Analytics is to determine which opportunities are bid and no-bid opportunities for the purpose of calculating your firm's bid rates. That determination can be based on stage, on a user-defined field from the Opportunity table in GovWin Capture Management, or on a combination of the two.
For more information, see Bid and Win Rate Settings.
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 display bid rates calculated using amounts from either of those two fields.
Pipeline amounts used to calculate bid rates are unweighted amounts.
You can display bid rate data in the Bid Rate Analysis table by any of the following opportunity attributes:
Organization
Principal
Project manager
Supervisor
Client
Source
Type
Opportunity name or a combination of opportunity number and name
To change the analyzed attribute in the first column, do either of the following:
Click to cycle through the options one at a time.
Right-click to select an option from a menu.
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 to display amounts by source, the table only displays the bid rate data for those two opportunity sources.
Click to display the table at its maximum size so you can read it and interact with it more easily. Click to restore the table to its original size and location on the tab.
You can narrow the focus of this table by selecting one or more rows in the table. To do that, click on the first row, hold down the left mouse button, and drag the selection down the list until the rows you want are selected.
If you focus the table on selected stages or ranges, 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.
Click to send the data underlying the table to Microsoft Excel. More...
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.