Financial models

Sales Pipeline

How much of your pipeline will likely close, and which deals need attention?

sales pipeline picture
Deal list

Works with HubSpot, Salesforce, Pipedrive and any list of deals with a stage and an amount.

Sales Pipeline: How much will I likely close?

What will likely close, when, and which deals need attention. You need a list of deals with stages. Drop it in and the answer appears in your browser with no account, no setup and nothing uploaded. Download the result as a PDF report or an Excel workbook to send on.

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About this model

Upload your deals to see what will likely close and when, your win rate, and which deals are overdue or have gone quiet.

How to run it

  1. Export your orders (Shopify, Square, Stripe, a POS or a visit list) with a customer, date and amount.
  2. Upload it. Line-item exports are rolled into orders by order number.
  3. Read the cohort table and the revenue-per-customer curve, add margin and acquisition cost if you have them, and download the workbook.

Frequently asked questions

What is a sales pipeline?

All the deals you are working on, sorted by how close they are to being won.

What does “likely to close” mean?

Each deal’s value multiplied by its chance of closing, added up. You can change the chance for each stage.

Which exports work?

HubSpot, Salesforce, Pipedrive and any list with a stage and an amount.

Is anything uploaded?

No. Everything stays in your browser.