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Episode Info

Episode Info:

“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 -
  • Email us with questions/comments-

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