SaaS IT Partner / SIP Partner — Pipeline metrics worksheet
https://saasitpartner.com/saas-pipeline-metrics/

1. Decision and scope
Customer type:
Offer and channel:
Question this review should answer:
Cohort start/end dates and observation window:
Unit used (person or account):

2. Stage definitions
For each stage, write the entry rule, owner and source of truth:
Relevant visit:
Confirmed booking:
Held meeting:
Qualified conversation:
Sales opportunity:
Paying customer:

3. Evidence
Source / medium / campaign:
Visits:
Confirmed bookings:
Held meetings:
Qualified conversations:
Opportunities:
Won customers:
Recurring revenue confirmed by billing:
Cancellation / rescheduling reasons:
Disqualification / stalled-opportunity reasons:
Missing records or tracking gaps:

4. Rates (use matched cohorts and consistent units)
Visit-to-booking = confirmed bookings / visits
Attendance = held meetings / confirmed bookings due to take place
Qualification = qualified conversations / held meetings
Opportunity creation = opportunities / qualified conversations
Win rate = won customers / eligible opportunities with enough time to decide
Report the time window and unresolved cases with each rate.

5. Next experiment
Observed bottleneck:
Supporting evidence:
Hypothesis:
Smallest useful change:
Owner and dependencies:
Outcome measure and baseline:
Review date and decision rule:
Recovery plan:

Keep customer names, emails, passwords and private account data out of shared
analytics labels. Use your CRM for private operational details. This worksheet
is a decision framework, not a revenue forecast or universal benchmark.