Business Development Dashboard

The Business Development dashboard enables you to review and analyze the flow of potential business through your pipeline. Use the charts and tables on this dashboard to ensure that opportunities are moving forward from stage to stage as they should, that time and dollars are not being wasted on unqualified bids, that efforts are focused on key customers and on high priority and high probability opportunities, and that your firm is winning the contracts that it should.

The dashboard provides at-a-glance comparisons of both current and historical pipeline by stage, with the ability to drill into the firm-wide data based on organization, client, or opportunity type. Also available are your year-over-year bid rates and win rates, calculated based on either the number of opportunities or the estimated revenue for the opportunities. Supplementing the bid and win rates are lists of the opportunities that your firm most recently bid on, won, and lost.

If This Dashboard Is Not Visible

If your firm decides to not load the necessary pipeline data into the CFO Dashboards data model, this dashboard does not display.

Related Topics

Related Topics:

  • Current Pipeline Chart
    The Current Pipeline chart displays a breakdown of total pipeline by stage as of today's date. Each colored layer in the funnel chart represents the contribution of the corresponding stage to the total pipeline. The total current pipeline amount displays below the chart.
  • Current Pipeline by Attribute Table
    The Current Pipeline by Attribute table displays pipeline amounts for each stage as of today's date. You can further break down the pipeline by individual opportunity or by any of the following opportunity attributes: client, project manager, or organization.
  • Historical Pipeline Chart
    The Historical Pipeline chart displays monthly historical pipeline in a stacked bar chart. Each segment in a stacked bar represents the pipeline amount at that point in time for opportunities that were assigned to that stage. The final bar is for the current month through today's date.
  • YTD Bid Rate Summary
    The YTD bid rate summary displays the bid rate for the current year through today's date, based on either the number of opportunities that your firm submitted a bid on or the total estimated revenue for those bid opportunities. For comparison, it also provides the bid rate as of the same date in the prior year.
  • YTD Win Rate Summary
    The YTD win rate summary displays the win rate for the current year through today's date, based on either the number of opportunities for which your firm won a contract or the total estimated revenue for those won opportunities. For comparison, it also provides the win rate as of the same date in the prior year.
  • Opportunities Bid On Table
    The Opportunities Bid On table displays a list of the opportunities that you most recently bid on, with the most recent at the top of the list. The table shows the month and year of the bid and the unweighted estimated revenue for each opportunity.
  • Opportunities Won Table
    The Opportunities Won table displays a list of the opportunities for which you most recently won a contract, with the most recent at the top of the list. The table shows the month and year of the win and the unweighted estimated revenue for each won opportunity.
  • Opportunities Lost Table
    The Opportunities Lost table displays a list of the opportunities for which you most recently failed to win the contract, with the most recent at the top of the list. The table shows the month and year of the loss and the unweighted estimated revenue for each lost opportunity.
Parent Topic: Deltek CFO Dashboards