1. Support
  2. Capture and Pipeline

Opportunity Reporting Fields

What data to I need to provide in order to visualize my pipeline?

OneTeam provides powerful data analytics tools that give you the ability to forecast revenue, visualize concurrent proposal efforts, and evaluate pipeline health. The following fields are used to ensure that your opportunities are included in these charts and reports:

Dashboard

Opportunities by Acquisitions Status

  • Company Revenue
  • Acquisition Status

Opportunities by Stage

  • Company Revenue
  • Stage

Opportunities by RFP Window

  • Stage
  • Final RFP date (either Actual or Expected)

Won / Lost

  • Stage
  • Award date (Actual)

Expected Revenue

  • Company Revenue
  • Contract Start date (either Actual or Expected)
  • Stage
  • P-Win (optional but recommended for factoring revenue)
  • P-Award (optional but recommended for factoring revenue)
  • Expected Contract Length

Timeline

OneTeam Proposal Timeline

  • RFI Release or Final RFP date (either Actual or Expected)
  • RFI Due or Proposal Due date (either Actual or Expected, optional but recommended)
  • Stage (optional but recommended)
  • Qualification Score (optional but recommended)
  • Company Revenue (optional but recommended)

Analytics

OneTeam Analytics

Pipeline Revenue Forecast

  • Company Revenue
  • Stage
  • P-Win
  • Contract Role
  • Expected Contract Length
  • Contract Start date (either Actual or Expected)