Edition: Business + Insights Pro Add-on, Enterprise + Insights Pro Add-on
User-level: Permissions are set at an Organisation level by System Administrators
Who this is for: Principals, directors, business development team
Dashboard Explained
Live list of pending proposals aggregated by office, month, and start-date timing. Ongoing Proposals is the pipeline volume view — it shows how much fee/cap value is sitting in active (Proposal) stages, broken down by office and by when the work is expected to start.
Updated in Insights Pro: This dashboard existed in Analytics Plus as a proposal-level list (with Success Factor and Weighted columns) under the old Forecasting module, and has been substantially redesigned as this slice/month aggregate view.
How to use it
Use Fee/Cap by Start Date to see how much pending work is expected to start soon vs. further out — a heavy "Before Last Month" bucket may indicate stalled or overdue proposals worth a status check. Use Fee/Cap Pending by Slice to spot which offices are carrying the most forward pipeline, and drill from Slice into individual Project rows in the table to see which specific proposals make up that total. Cross-reference with Pipeline Forecast to see how this converts into weighted future revenue.
Understanding your data
Key Fields | How it's Calculated |
Fee/Cap Pending by Slice | Sum of Fee/Cap value from stages where Stage Status / Project Status = Proposal (the page default), broken out by the selected Slice By dimension |
Fee/Cap by Slice per Month | Same measure, split by month using the selected date field (Start Date or Created Date, applied at Project or Stage level per the toggles) and by slice |
Fee/Cap by Start Date | Same measure, bucketed into Before Last Month / Last Month / This Month / Next Month / After Next Month, based on the selected date field |
Fee/Cap by Slice per Month (table) | Same monthly figures in table form by slice, drillable by Slice → Project, with Total row/column |
Visuals
Fee/Cap Pending by Slice (bar)
Fee/Cap by Slice per Month (stacked bar, using the selected date field)
Fee/Cap by Start Date (bucketed bar)
Fee/Cap by Slice per Month (table, Slice → Project drill down)
Filters
Office: filter by Project Office
Discipline: filter by Stage Discipline
Project Manager: filter by Project Manager
Project Status: filter by Project Status
Stage Status: filter by Stage Status; defaults to Proposal on this page, which is why all visuals are scoped to Proposal-stage work only
Project Type: filter by Project Type
Cost Centre: filter by Stage Cost Centre
Account Manager: filter by Account Manager
Stage Fee Type: filter by Stage Fee Type
Project: filter to a specific project
Slice By: choose the dimension for the aggregated graph visuals
Toggles
Start Date / Created Date: changes which date field the whole page is calculated against
Project / Stage: whether the selected date is applied at the project level or the stage level