Managing Pipelines

Managing Pipelines

Click Pipelines in the left menu to see your active and historical client opportunities.

Pipeline Summary

At the top, you’ll see:

• Engagement Fees – Total upfront fees earned and projected.
• Ongoing Fees – Annual recurring fees for ongoing clients.
• Avg. Turnaround – Average time to convert or complete a client file.

Active Pipeline Table

Each row represents an opportunity.
You can:

• Sort by Stage, Adviser, or Source.
• Use filters to narrow the view.
• Quickly see:
  • Engagement & ongoing fees
  • Client type (New / Existing)
  • Referral source
  • Estimated completion

🔍 Tip: Red text indicates overdue or delayed clients.