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

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