Initially, the Bid and Win Rate Analytics display win rates for all won and lost opportunities.
You can use the calendar bar above the Win Rate Trended chart to change the analysis period reflected in the chart and tables. When you change the analysis period, Capture Analytics updates the win rate analytics based on the opportunities that have a win rate analysis date within the new period.
The win rate analysis period only applies to the Win Rate Trended chart, Win Rate Analysis table, and Win Rate Detail table. It does not apply to the bid rate analytics or to analytics on other tabs. (The only exception is if your firm uses the same GovWin Capture Management date field for both the bid rate analysis date and the win rate analysis date. In that case, changing one analysis period on the Bid and Win Rates tab also changes the other.)
As part of Capture Analytics configuration, your system administrator specifies the date field in opportunity records that you want Capture Analytics to use to build the calendar for the win rate portion of the Bid and Win Rate Analytics. That date is the win rate analysis date. The calendar is used to determine which opportunities to include in the win rate calculations when you use the calendar bar to select an analysis period.
For example, suppose your system administrator selects the Awarded Date field as the analysis date. If you select 2012 as the analysis period and elect to display win rates by month in the Win Rate Trended chart, Capture Analytics does the following:
Displays win rates based only on opportunities with an awarded date that falls within 2012.
Groups those opportunities by month based on awarded date in order to calculate monthly win rates for 2012 for the chart.
To select one calendar year, click that year.
To select more than one year, do either of the following:
Click the first year, hold down the mouse button, and drag the mouse pointer over the other years.
Click the first year, and then press CTRL as you click each of the other years.
