What's new on Summit

Financial Planning Software as a Service

April 10, 2019

Short-term Pipeline Modeling

The previous version of the product didn't have an educated guess on near-term pipeline because ... well, it isn't actually provided.

This omission meant that revenue would appear completely flat for the first N months of the forecast, where N = your sales cycle length.

We now guestimate your near-term pipeline based on your current organic lead volume and close rates, using industry standard averages, to fill in your short-term pipeline with a realistic flow of new deals being won.

You can also imagine how a future version will allow you to integrate your actual pipeline from a tool like HubSpot, Pipedrive, Close.io, or Salesforce ...

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