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
Won/Lost conversion rate broken down by slice (office, project type, cost centre, discipline), with a monthly trend. Conversion Analysis shows where the firm's win rate is strongest and weakest across these dimensions.
Updated in Insights Pro: This dashboard existed in Analytics Plus as "Win Ratio % Analysed by Office, Project Type, Cost Centre, Discipline" and has been substantially redesigned for Insights Pro.
How to use it
Compare Conversion Rate % across Project Type, Cost Centre, and Discipline to spot where the firm converts well vs. poorly — e.g. a low conversion rate concentrated in one discipline may point to a qualification or capability issue worth raising with that team. Use the monthly trend to catch a declining conversion rate early, before it shows up in the Sales Overview headline number.
Understanding your data
Key Fields | How it's Calculated |
Conversion Rate % by Slice | Won ÷ (Won + Lost) projects, broken out by the selected Slice By dimension, using the selected date field |
Conversion Rate % by Slice per Month | Same measure, trended monthly by slice, using Project Won/Lost Date |
Conversion Rate % by Project Type | Same measure, broken out by Project Type |
Conversion Rate % by Cost Centre | Same measure, broken out by Stage Cost Centre |
Conversion Rate % by Discipline | Same measure, broken out by Stage Discipline |
Visuals
Conversion Rate % by Slice (bar, Won/Lost)
Conversion Rate % by Slice per Month (trend)
Conversion Rate % by Project Type
Conversion Rate % by Cost Centre
Conversion Rate % by Discipline
Filters
Office: filter by Project Office
Discipline: filter by Stage Discipline
Cost Centre: filter by Stage Cost Centre
Project Manager: filter by Project Manager
Project Status: filter by Project Status
Stage Status: filter by Stage Status
Project Type: filter by Project Type
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
Count / Value: toggles the charts between project count and dollar value basis
Won/Lost Date / 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