| info@glazepoint.com
01
Enquiry
See the jobs at enquiry stage, before a quoted value is recorded.
GLAZEPOINT PIPELINE
See the value at every stage
of your business.
Get a clear overview of how much value sits in quotes, contracts, installations, invoicing and completed work. Your pipeline updates automatically as your team works in Glazepoint.
Book Your DemoOne connected overview. All values excluding VAT.
Select the image to take a closer look. Example data shown.
YOUR BUSINESS, STAGE BY STAGE
Know where the value sits.
The pipeline brings your work into six fixed stages. It updates from the information recorded in Glazepoint, so your team does not have to maintain a separate pipeline manually.
02
Quote
View the value of work at the quotation stage.
03
Contract
See the value sitting at contract stage.
04
Installation
Booking a job for installation moves it into the Installation stage.
05
Invoicing
See the value invoiced, including individual stage invoices.
06
Complete
Archiving a completed job moves it into Complete. Work lost is tracked separately.
The pipeline is an overview of stage values. Use Job Manager for the details of an individual customer’s job.
STAGED INVOICING
The invoiced amount moves.
The remaining value stays.
When you raise a stage invoice, only that invoice’s value moves into Invoicing.
The uninvoiced balance remains in its previous stage, such as Contract or Installation. This lets you see how the value of a job is split without counting the same value twice.
For example, a £10,000 job booked for installation with a £3,000 stage invoice would show £7,000 in Installation and £3,000 in Invoicing.
All figures in this example exclude VAT.
CHOOSE THE WORK YOU WANT TO REVIEW
Filter by date.
Focus on a salesperson.
Choose a start and end date to select jobs first created during that period, then see where their values sit now.
View all salespeople together or select an individual salesperson to focus the overview on their work.
The date filter uses the job’s creation date, rather than the date it reached a particular stage.
Your chosen period
Review jobs created within the start and end dates you select.
Your chosen salesperson
Switch between the whole team and an individual salesperson.
Export to Excel
Download the pipeline information to Excel for your business reviews and further analysis.
COMPLETED WORK AND LOST QUOTES
A clear distinction
at the end of the job.
When a finished job is archived, it moves into Complete. If the job is archived because the quote was not accepted, it goes into Lost instead.
Lost work is shown separately and its value is excluded from the pipeline total.
Values excluding VAT
Stage values and the pipeline total are shown on the same basis, excluding VAT.
Average sales cycle
See the average time from job creation to completion, when the completed job is archived.
Connected to your records
The overview updates automatically as your team records the work in Glazepoint.
PIPELINE QUESTIONS
A few things worth knowing.
How the pipeline fits into the way you use Glazepoint.
Do we need to move jobs through the pipeline manually?
No. The pipeline updates automatically from the work recorded in Glazepoint.
Can we change the pipeline stages?
The six pipeline stages are fixed: Enquiry, Quote, Contract, Installation, Invoicing and Complete. Your custom Job Boards are managed separately.
How does the date filter work?
The start and end dates select jobs based on when they were first created. The overview shows where the values of those jobs sit now.
What happens when we raise a stage invoice?
The value of that stage invoice moves into Invoicing. The remaining uninvoiced amount stays in its previous stage, such as Contract or Installation.
Are lost quotes included in the pipeline total?
No. Jobs archived because the quote was not accepted appear separately as Lost, and their value is excluded from the pipeline total.
Can we export the pipeline?
Yes. The pipeline can be exported to Excel.
SEE GLAZEPOINT IN ACTION
See your business pipeline clearly.
Book a personalised demo to see how Glazepoint brings the value at each stage of your glazing business into one overview.
Book Your Demo