Sales Pipeline


Add jobs to Access Accounts - IT Scenario Definition

You want to manage your sales pipeline so you can see easily what you have in the short, medium and long term.


Add jobs to Access Accounts - IT Scenario Solution

Based on some assumptions (that can be refined over time) it is possible to construct a model of a sales pipeline that can highlight where sales and marketing efforts should be focussed to increase the chance of a steady stream of business at a level that can be handled by the organisation. Most information can come from standard CRM activities.


  • Pipeline can be visualised as a graph over time that shows when you've over scheduled or where to focus effort.


  • Minimising data entry but getting quality information from your investment in systems.

Bottom line

  • Too busy is as hard to manage as too quiet and understanding your pipeline is a tool for this.
  • Commission, bonuses etc can be paid based on progress through the pipeline, leading to motivation in the right areas.