Understanding Pipeline Metrics

“It’s important that the amount you have in your pipeline varies based on what your future outlook looks like.” - Jamie Nau

The finer details of this episode

• How often you should look at pipeline metrics
• The different parts of the pipeline that can be measured and controlled
• The three inputs that should be evaluated regularly
• How to calculate Recognized Revenue and why that’s important
• Why looking ahead 3 months is the best way to look at pipeline metrics
• The formula to calculate the percent capacity
• How the pipeline metrics fit into the other numbers in your business

Episode resources

• Summit CPA website - www.summitcpa.net
• Email us with questions/comments- vcfo@summitcpa.net