You can analyze current pipeline, pipeline revenue forecast, and historical pipeline based on pipeline amount ranges. Use the two Pipeline Amount Ranges tables to specify up to five ranges you want to use for each of the pipeline amount fields selected in Pipeline Amounts.
You select Revenue in Pipeline 1 Amount under Pipeline Amounts, and you specify the following revenue ranges in Pipeline 1 Amount Ranges:
When your firm's executives use the Current Pipeline Analytics, they can display pipeline amounts summarized based on these ranges in the following tables and charts:
Current Pipeline Breakout chart
Current Pipeline Amount and Count table
Current Pipeline Amount chart
Current Pipeline Count chart
For example, they could display a Current Pipeline Amount chart similar to the following:
They can also analyze data based on pipeline amount ranges using the Pipeline Revenue Forecast Analytics and the Historical Pipeline Analytics.
For the benefit of those who will use the analytics, it is recommended that you use labels that contain the numeric values of the range, as illustrated in the example above.
You do not have to set up all five possible ranges. However, the ranges that you define should include all possible pipeline amount values starting from the value you set in From for the first range. Leave To blank for the last range so that range includes the From amount and all larger amounts.
The From value for the lowest range does not have to be 0. For example, if your firm sometimes sets up new opportunities with a small placeholder amount in the fields you use for pipeline amounts, you can set the lowest value of the first range so that those opportunities are excluded when you view pipeline data by pipeline amount ranges.
To enter pipeline amount ranges...
In the Pipeline 1 Amount Ranges table, click the down arrow at the end of the From cell for the first range.
Enter the lowest possible amount for that range, and press the TAB key.
In the To cell for the first range, enter the highest possible amount for that range, and press the TAB key.
In the Label cell for the first range, enter the range description that you want Capture Analytics to display for the range on the analytics tabs.
Press the TAB key to move to the next range.
Repeat steps 1 – 5 for each range.
Repeat steps 1 – 6 in the Pipeline 2 Amount Ranges table to define the amount ranges for the second pipeline amount.
Normally, you do not change these settings after the initial configuration. However, you can change them at any time.