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The sales pipeline is an account of all sales opportunities tracked within the firm. The combination of sales pipeline and revenue backlog provides your organization with a forecast that is representative of the demand for your services. The forecast provides a look at future hours, revenue, and utilization. To support the tracking of this information in your workspace, the Pipeline feature in Ruddr includes the following three, key components:

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Contacts

Contacts are individuals from outside organizations that your firm keeps on record for past and future communications. Often, these contacts are people that represent the business interests of other organizations and are individuals that your firm wants to stay in contact with. In Ruddr, contacts can be associated with Companies, Opportunities, and Clients.

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Companies

Companies are any organizations with which you have a history of communication or business. These companies may or may not have been formal clients or partners, but may have a history of business opportunity. A company can be associated with one or more contacts.

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Opportunities

Opportunities are formal representations of prospective business within a company. These opportunities typically have a revenue value associated with them and various informational characteristics such as sales stage, owner, probability to close, expected close date, and more. In Ruddr, opportunities can be associated with projects. In fact, projects can be created from opportunities and those projects maintain an association with those opportunities moving forward.