Filter by Opportunity Attributes

Using the options grouped under Additional Filters, you can filter the data in Bid and Win Rate Analytics by any combination of the following opportunity attributes:

For each attribute, you can select one or more attribute values. For example, if you want to view bid rates and win rates for opportunities with either of two sources, you can select those sources in the Source list, and the analytics display bid and win rate information only for opportunities with one of those two sources.

If you select one or more attribute values and then go to another Capture Analytics tab for which those filter options are available, Capture Analytics automatically filters those analytics for the same values.

Available Opportunity Attribute Values

The organizations, principals, project managers, and other attributes for which you can analyze data are those attribute values that are assigned to one or more of the opportunities loaded into Capture Analytics.

Select Attribute Values

To focus on one or a selected group of opportunity attributes, select those attribute values in the corresponding filter list. When you do, the analytics display bid rates and win rates based only on opportunities that have the selected attributes.

For general information about making selections in filter lists, see Filter the Analytics: Overview.

To select a single attribute value...

  1. Click the attribute by which you want to filter. For example, to filter by source, click .

  2. In the drop-down list, click the attribute value that you want to apply.

To select multiple attribute values...

  1. Click the attribute by which you want to filter. For example, to filter by source, click .

  2. If the attribute values that you want to apply are listed together, click the first value, hold down the left mouse button, and drag the mouse pointer over the other values.

If the attribute values that you want are not listed together, press the CTRL key as you click each of the values.

If you select only one value for an attribute, Capture Analytics displays that value next to the attribute. If you select more than one value for an attribute, the selection indicator changes to green: Common_Green_Beacon.png. To display the selected values in that case, click anywhere in the attribute row.

Clear Selections

To clear individual selections...

  1. Click the attribute for which you want to clear a selection.

  2. Press the CTRL key as you click the attribute value that you want to clear.

To clear all selections for a type of attribute...

  1. Right-click the attribute for which you want to clear a selection.

  2. Click Clear on the shortcut menu. (Do not click Clear All Selections unless you want to clear all selections currently applied to the analytics.)