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