Make likely future work visible and record a new probable in a consistent way.

Likely future work often lives in inboxes, forecasts and personal lists.  Status and value then cannot be reviewed in one place.

Commercial and operational leaders need a shared view of what is likely, who owns it and how it is valued.

1. The pipeline lists likely future work with value, margin, status, owner and division.
2. A new probable is opened on a consistent form.
3. Client, project, division, value, margin, yearly split and retention are recorded.
4. The new record joins the same controlled list.

The form asks for the same fields every time.  That keeps a new probable comparable with the rest of the pipeline.

Probable work can later appear in Management Accounts as pipeline rather than live trading.