How to analyze proposals

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

2. Customize the filter options by clicking the Filter button in the Filter panel . By default, the following filter options are selected:

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

   Proposals that meet the filter options are displayed in both the Proposal list panel and Bubble chart.

3. (Optional) To reverse the sorting order, click . By default, proposals are displayed in ascending order.

4. Select the proposals that you want to analyze in the proposal list or the bubble chart. The following are displayed in the Summary panel:

   • The number of proposals in the proposal list, enclosed by parentheses.
   • The total cost and business value of the selected proposals.
   • A bar chart about the comparison between the cost and the business value of the selected proposals.
   • A pie chart about the comparison of the business unit costs.

Related topics

• Proposal Analytics