Pipeline Intelligence
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Rows per meter
1
A meter-true pipeline
File types in
2
csv and xlsx exports
Contract term
1–48
Months, read from the export
Forecast horizon
12–48
Months of billing and collections
Fuels
2
Electricity & gas
Intervention readings
3
Before and after, per broker
See it run
Broker performance, revenue & margin forecasting
Presented by James, the Energy OSX digital presenter.
The job today
Pipeline Intelligence provides real insight for your sales teams across every broker relationship.
Brokers
Closure rate, cost to serve and net value for every broker you quote for.
Forecast
Expected wins by start date, then Billing and Collections by month.
Interventions
Record what you did about a broker. See whether it changed anything.
How it works
One upload each time you export. Every upload is kept.
01 — Upload
Your quotation export, as it is
A csv or xlsx file from the CRM you already use. The headings are mapped to your export, so a different CRM is a different map, not a different product.
02 — Pipeline
One row per meter
Repeated meters and the green twin of a standard quote are dropped. Open quotes older than your refresh window are flagged, and the ones starting soonest are listed first.
03 — Brokers
Closure, cost and net value
Closure rate by quote month and its trend. Cost to serve is quotes issued multiplied by your cost per quote; net value is won margin less cost to serve.
04 — Forecast
Start, bill, collect
Closure rate applied to open quotes gives expected wins by start date, then billing after your billing lag and collection after your collection lag, for the contract term.
The mechanism in one line: upload, predict, intervene, measure. Every rate states what it rests on. A month too recent to judge, or with too few decided quotes, shows a dash and the reason.
Interventions
Record an intervention against a broker. Quotes either side of it are compared, before and after.
01
Too early
The comparison window is still open. The change is shown when it closes.
02
Not enough evidence
The window has closed with fewer decided quotes than your minimum on one side.
03
Measured
Before against after: the change in closure rate, and whether it sits within normal variation.
Upload. Predict. Intervene. Measure.
Pipeline Intelligence · Track. Convert. Forecast.One row per meter
Your pipeline counts supply points. Repeated meters and green twins are removed at upload.
Your thresholds
Cost per quote, refresh window, billing lag and collection lag are your organisation’s settings, and every number is built from them.
Every figure states its basis
The Forecast shows the share resting on an assumed contract term and the share priced at the fallback closure rate.