Opportunity Hit Rate List

Use the Opportunity Hit Rate List to review the "hit rate" for opportunities. The hit rate is the rate at which the company converts opportunities into awarded contracts. In most cases, GovWin Capture Management calculates the hit rate as follows: Awarded opportunities / All opportunities

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 customer hierarchy established in the Customer Hierarchy form in General Configuration (Configuration > General > Customer Hierarchy). A customer record that has no parent customer record but has at least one child (subsidiary customer 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.