Practical answer
Should a sales tracker count a promising lead as revenue?
Published · Publisher: CITILINE TECHNOLOGIES PRIVATE LIMITED
No. A promising lead is pipeline. An accepted but unpaid order is payment pending. Verified collections require genuine payment evidence. Keep forecasts clearly labelled and never combine them with actual receipts to make performance look stronger.
Example
An interested buyer asks for a proposal but has not accepted a price. Record an opportunity and a next action, not collected revenue. An accepted unpaid order is payment pending. Only a verified payment belongs in actual collections.
Before you act
Track enquiry date, stated requirement, offer, stage, next action, due date and operator. Maintain separate columns for potential value, amount due and verified amount paid. Review overdue actions each week and preserve a reason when an opportunity is lost.
Choose a proportionate next step
Sales & Marketing Tracker PackReview Basic Business Consultancy scopeReview deliverables, inclusions, exclusions, turnaround, buyer inputs and cancellation terms before payment. Displayed prices are GST-inclusive under the admitted Indian supply; checkout calculates the final breakup.
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