Revenue and pipeline tracking for service businesses

Revenue reports tell you what already happened. The pipeline tells you what is likely to happen next. If open quotes and proposals are thin today, revenue will be thin in a few weeks, and the time to act is now.

For service businesses with longer sales cycles or larger projects, pipeline visibility is the difference between planning and reacting.

It also helps with cash planning. Knowing roughly what will be invoiced over the coming weeks makes it easier to time purchases, hiring and marketing spend without waiting for the bank balance to tell you.

We build tracking from your CRM and pipelines, connected to booked revenue.

Where you sell through several channels or locations, we split each view by those as well, so a strong month in one area does not hide a weak one somewhere else.

• Booked revenue by service, location and period
• Open opportunities by stage and value
• Age of each opportunity and time in each stage
• Weighted pipeline based on your real stage-to-close rates
• Forecast against targets
• Recurring and contracted revenue
• Opportunities at risk because they have stalled

A pipeline forecast is only useful if it reflects how your business actually closes. We calculate stage-to-close rates and typical cycle times from your own history, then apply them to the open pipeline. As more data comes in, the forecast gets better.

It will never be exact, but it is far better than a gut feeling and shows clearly when a gap is coming.

We show the forecast as a range rather than a single number, because a range is more honest and more useful for planning. The range narrows as your history grows and your pipeline data gets cleaner.

The value of pipeline tracking is the early warning. Stalled opportunities get flagged for follow-up. A thin pipeline for a service prompts a marketing push. A strong pipeline signals when to plan capacity or hiring.

We set alerts for the conditions that matter, so you do not have to check the numbers to be warned.