# Pipeline The Pipeline module gives you a cross-project view of your organization's open bids and revenue forecast. It pulls from the **Reporting panel** on each project — the panel that designates which estimate version represents the project in the pipeline, along with its probability and expected close date. Keep those fields current on each project and the Pipeline stays accurate. Access Pipeline from the main navigation under **Reports**. --- ## How Pipeline Data Works Every project in PAI has a Reporting panel (formerly the Opportunity panel) where you set: - **Reported Version** — which estimate version represents this project in the pipeline - **Probability** — likelihood of winning, expressed as a percentage (0–100%) - **Expected Close Date** — when you expect the project to be decided - **Opportunity Owner** — who's responsible for the bid - **Lead Source** — how the opportunity was generated - **Project Type** — category of production work The Pipeline module aggregates this data across all projects and uses it to calculate **Expected Revenue**: the reported estimate's grand total multiplied by the probability percentage. A $100,000 bid at 60% probability contributes $60,000 to your forecasted revenue. > [!tip] > Update probability as conversations with clients progress. A pipeline that reflects current reality is the only kind that's useful for forecasting. --- ## Pipeline Views The Pipeline module offers four pre-configured views: **All Opportunities** — every project with a reported estimate version, regardless of status. The complete picture. **Pipeline** — active bids only. Excludes approved, abandoned, and canceled projects. This is your working sales view — what you're currently competing for. **Approved** — projects with an approved estimate. Use this to track confirmed revenue and see what's moved from pipeline to active work. **Canceled** — abandoned and canceled projects. Useful for analyzing lost opportunities and understanding where bids didn't convert. All views use the standard PAI table interface — sort, filter, and adjust columns as needed. See [Working with Tables](../00-Understanding-PAI/Navigating-PAI.md#working-with-tables). --- ## Revenue Forecasting The Pipeline view's primary financial output is **Expected Revenue** — the sum of (estimate total × probability) across all active opportunities. This gives you a probability-weighted forecast of incoming revenue rather than a raw total of everything you're bidding. Filter by opportunity owner, lead source, project type, or client to cut the forecast by whatever dimension matters for your organization — individual producer books of business, production categories, or specific client relationships.