Pipeline

Support your sales team with their suggestion of project delivery date to the customer by aligning the proposed dates with what is already sold and scheduled in production.

Your sales team analyzes the dollar value of projects currently in Quotations , Orders, Work-orders (in production) and invoiced by week. By aligning sales and orders based on the maximum dollar value that can be managed in production, your company puts all the chances on their side to respect the delivery date suggested to the customer.

Results per week

Based on the week, analyze what is in the pipeline.

Based on the installation date, you get the dollar value for the upcoming weeks :

On Quotations
On Orders (Confirmed Quotations transfered into Orders)
On Work-orders (Orders transfered into Work-Order and scheduled for production)
On invoiced projects (Orders that have been invoiced)

Detailed analysis per week

Quickly view the project details associated with each stick in the pipeline with a double-click, displaying the table of Quotations, Orders, Work-Order or Invoices for the selected week

Information based on the week date

The installation date is the reference date used to generate the pipeline sticks. Adjust this date as the project progresses and the pipeline will adjust accordingly.