See what becomes pipeline.
Follow meetings, opportunities and revenue in your CRM.
Follow the deal.
Beyond the meeting.
One funnel. Clear definitions. Your CRM is the source of truth.
- 01
Meetings
Attended, agreed-fit buyer calls.
- 02
Opportunities
Deals accepted by your sales team, with an owner and next step.
- 03
Open pipeline
Value of active opportunities, with currency and expected close date.
- 04
Signed value
Contracts signed by your customers, separate from cash received.
- 05
Collected revenue
Payments received, confirmed by your finance records.
Weekly: stage movement, source, owner and next action. Monthly: conversion, pipeline value, signed deals and collected revenue. Sourced and influenced deals are reported separately, without double counting.
Open pipeline = the sum of agreed deal values for active, sales-accepted opportunities, counted once per deal. Each report states its date and currency. Signed value and collected revenue are separate.
Your goals. The right setup.
See the platform. Discuss the outcome. Agree the next step.