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The Pipeline budget is BigTime's simplest form of budgeting. It allows you to estimate the total revenues projected per project per month for a given project.
If you use the sales pipeline features in BigTime, your sales team can enter a pipeline budget when they add prospects to the system. This gives them a way to enter a general estimate revenue expectations for a given opportunity.
Client/Project |
Pipeline State |
Jan |
Feb |
Mar |
Apr |
May |
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Allstate:XYZ Project |
WIP (existing) |
$25,000 |
$35,000 |
$ 35,000 |
$15,000 |
$ 5,000 |
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AON:ABC Project |
WIP (existing) |
-- |
$45,000 |
$ 45,000 |
-- |
-- |
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AON:XYZ Project |
WIP (existing) |
$ 7,500 |
$ 7,500 |
$ 7,500 |
$ 7,500 |
$ 7,500 |
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City of Chicago |
Opportunity |
-- |
-- |
$ 5,000 |
$ 5,000 |
$ 5,000 |
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Equity Office |
Opportunity |
-- |
-- |
$ 25,000 |
-- |
-- |
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Alternative Resources |
Opportunity |
-- |
-- |
-- |
$18,500 |
-- |
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Total (Projected) Revenue: |
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$32,500 |
$87,500 |
$117,500 |
$46,000 |
$17,500 |
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Each project or prospect in the system can have a pipeline budget attached to it. If you're using the sales pipeline, you can also attache a probability to each project, and you can print reports that "weight" your pipeline data based on probability.
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See Also |