Understanding Pipeline Metrics - a podcast by Summit CPA Group

from 2022-04-22T02:24:11.076242

:: ::

“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

 

Further episodes of The Virtual CPA Success Show for Creative Agencies

Further podcasts by Summit CPA Group

Website of Summit CPA Group