Charts and Tables
Bid Rate Trended — Tracks the change in bid rate over time. Each charted value is the bid rate for opportunities with a bid rate analysis date within that month, quarter, or year. More...
Bid Rate Analysis — Displays the following bid rate information by opportunity attribute: number of bids, number of bid and no-bid opportunities, bid rate based on count, pipeline amount associated with bids, pipeline amount associated with bid and no-bid opportunities, and bid rate based on pipeline amounts. Each row contains data for opportunities that have the attribute value in the first column. More...
Bid Rate Detail — Displays either the no-bid or bid opportunities for the bid rate analysis period, with the month and year in which their bid rate analysis dates fall and their pipeline amounts. More...
Win Rate Trended — Tracks the change in win rate over time. Each charted value is the win rate for opportunities with a win rate analysis date within that month, quarter, or year. More...
Win Rate Analysis — Displays the following win rate information by opportunity attribute: number of wins, number of wins and losses, win rate based on count, pipeline amount associated with wins, pipeline amount associated with wins and losses, and win rate based on pipeline amounts. Each row contains data for opportunities that have the attribute value in the first column). More...
Win Rate Detail — Displays either the lost or won opportunities for the win rate analysis period, with the month and year in which their win rate analysis dates fall and their pipeline amounts. More...
How to...
Select
a trended rate display option — Use the options under
Display Trended Rates Based On
to indicate if you want to display rates in the two trending charts
based on the number of opportunities or on the pipeline amounts
for the opportunities.
Select
pipeline amount — Use the Pipeline
Amount options to select the pipeline amount that you want
to use in the calculation of bid rates and win rates.
Filter
by opportunity attributes — Use the Additional
Filters lists to filter the data in Bid and Win Rate Analytics
by any combination of organization,
principal, project manager, supervisor, client, source, and type.
.
.
To display the selected values in that case, click anywhere in the attribute
row.Filter
by opportunity — Use the Opportunity
list to filter the contents of the analytics by opportunity.
in the upper right corner of the 
to search for
it.Specify
the bid rate analysis period — Use the year controls
above the Bid Rate Trended chart to specify the analysis period
for which you want to display bid rates.
Specify
the win rate analysis period — Use the year controls
above the Win Rate Trended chart to specify the analysis period
for which you want to display win rates.