Opportunity Forecast

Use the Opportunity Forecast to review probability estimates and predicted revenue for opportunities your firm is pursuing.

Customer Hierarchies

If GovWin Capture Management is configured to use customer hierarchies, you can click the folder icon at the top left of the General tab of the Customer Info Center to view a graphical representation of the customer hierarchy called a "tree." The customer hierarchy tree makes it easy to navigate between the parent and subsidiary customer records.

You can group or sort this report by customer hierarchy. To do that, select a parent criterion, such as Parent or Grandparent, on the Sorting/Grouping tab. The parent criteria that are available depend upon the levels of customer hierarchy established in the Customer Hierarchy form (Configuration > General > Customer Hierarchy). A customer record that has no parent customer record but has at least one child (subsidiarycustomer record) is considered a top-level customer for sorting and grouping.

When you report by customer hierarchy, we recommend that you select Customer Number as one of your sorting and grouping criteria.

Options Dialog Box

Use the Options dialog box to specify reporting options for a report. Depending on the report, the dialog box contains one or more of the following tabs: General, Sorting/Grouping, Columns, Budget, Metrics, User Defined Sections, Activity, Drill Down, Layout, and Graph.