← Glossary

Pipeline

Open opportunities weighted or unweighted toward future bookings and ARR.

What it is

Pipeline is open opportunity value — weighted or unweighted — used to forecast future bookings and ARR. It informs outlook; it must not silently rewrite closed-period ARR.

How it’s calculated

Sum open CRM opportunities (often × stage probability). Finance should know whether pipeline is ACV, ARR, or “something sales typed,” and which stages are included.

Where it breaks

Pipeline breaks with zombie opportunities, inconsistent amount fields, and double-counting renewals vs expansion. It becomes dangerous when someone pastes weighted pipeline into the ARR waterfall.

In the board pack

Keep pipeline on the outlook slide. Certified ARR and the waterfall stay on the actuals spine.

Keep the written definition stable across close, the board pack, and diligence so the same word never means two math models.

Related terms

Related posts

  • Why SaaS Board Reporting Breaks Down

    When ARR, cash, and the P&L tell different stories, board confidence erodes. How finance leaders rebuild trust in SaaS board reporting through reconciliation, not another dashboard.