Proposal Analytics

The Proposal Analytics feature enables you, the portfolio managers, to analyze proposals and evaluate their business values when you select the candidate projects.

To access Proposal Analytics

Search for	Example	Results
A single word	`cat`	Topics that contain the word "cat". You will also find its grammatical variations, such as "cats".
A phrase. You can specify that the search results contain a specific phrase.	`"cat food"` (quotation marks)	Topics that contain the literal phrase "cat food" and all its grammatical variations. Without the quotation marks, the query is equivalent to specifying an OR operator, which finds topics with one of the individual words instead of the phrase.

Search for	Operator	Example
Two or more words in the same topic	`AND` `and` `+` (plus symbol) `&` (ampersand)	`cat AND dog` `"cat food"+milk` `"cat food"&"dog food"`
Either word in a topic	`OR` `or` `\|` (pipe)	`cat OR dog` `cat \| dog`
Topics that do not contain a specific word or phrase	`NOT` `not` `!` (exclamation point)	`NOT cat` `! dog`
Topics that contain one string and do not contain another	`^` (caret)	`cat ^ mouse`
A combination of search types	`( )` parentheses	`cat + (dog \| mouse)` `cat \| dog + (! mouse)`

From the main menu, select Plan > Idea & Proposal > Proposal Analytics.

User interface elements

The Proposal Analytics user interface (UI) includes the following:

Filter panel Filter

You can find the Filter panel on the upper-left side of the UI. By default, the following filter options are selected:

Filter option	Value
Phase Id	Review
Business value	>0
Cost	>0
Risk rating	>0

You can click the Clear all button to clear the default filter options and customize the filter options by clicking the Filter Filter button. A list of fields in the proposal record is displayed.

For detailed explanation of these fields, see How to edit a proposal.

Proposal list panel

The Proposal list panel is on the left-hand side. The following elements are included:

UI element	Description
Sort by	To change the sorting option, select a field from the Sort by drop-down list. For detailed explanation of these fields, see How to edit a proposal. By default, proposals are displayed in ascending order. To reverse the sorting order, click the Descending button.
Proposal list title	To select all proposals in the list, select the check box before the proposal list title.
Proposals	All proposals that meet the filter criteria are displayed: To select the proposal, select the check box. To view the proposal details, click the proposal ID. The proposal list can display 100 proposals at maximum. Exceeded proposals are not displayed.

UI element

Description

Sort by

To change the sorting option, select a field from the Sort by drop-down list. For detailed explanation of these fields, see How to edit a proposal.

By default, proposals are displayed in ascending order. To reverse the sorting order, click the Descending button.

Proposal list title

To select all proposals in the list, select the check box before the proposal list title.

Proposals

All proposals that meet the filter criteria are displayed:

To select the proposal, select the check box.
To view the proposal details, click the proposal ID.

The proposal list can display 100 proposals at maximum. Exceeded proposals are not displayed.

Bubble chart

Each proposal in the Proposal list panel is displayed as a bubble in the bubble chart. Selected proposals are highlighted in the bubble chart. You can also select bubbles from the chart directly. By doing so, corresponding proposals are selected from the proposal list.

When you hover over the bubble, the following information about the proposal is displayed:

ID
Title
Business value
Owner

The bubble chart includes the following elements:

UI element	Description
Bubble size	Indicates the business value of the proposal — the larger in size, the higher in business value.
Bubble color	Indicates different business units. The legend in the chart provides more information.
X axis of the chart	Indicates the cost of the proposal.
Y axis of the chart	Indicates the risk rating of the proposal.

Summary panel

Click to expand the Summary panel on the right-hand side. The following elements are included in this panel:

UI element	Description
Total proposals	The number of proposals in the proposal list, enclosed by parentheses.
Cost versus business value	The total cost and business value of the selected proposals. The bar chart shows a comparison between the cost and the business value of the selected proposals. The blue bar indicates the cost; the green bar indicates the business value.
Cost by business unit	A comparison of the business unit costs is shown in the pie chart. Different colors indicate different business units.

UI element

Description

Total proposals

The number of proposals in the proposal list, enclosed by parentheses.

Cost versus business value

The total cost and business value of the selected proposals.

The bar chart shows a comparison between the cost and the business value of the selected proposals. The blue bar indicates the cost; the green bar indicates the business value.

Cost by business unit

A comparison of the business unit costs is shown in the pie chart. Different colors indicate different business units.