How to Count Sold Units Across Every Pipeline (and Why Your Scorecard Is Wrong)
If your sales scorecard counts deals from only one pipeline, or only the ones marked Delivered, it is undercounting your team. A sold unit is a sold unit whatever pipeline it closed in.
Why does my scorecard show fewer deals than I sold?
Most scorecards count from a single pipeline or only count deals marked Delivered. A unit that closed through the seller pipeline, or the finance pipeline, or that was marked sold but not yet delivered, never makes it into the total. The board reads low and nobody can explain why.
That gap shows up worst near month-end, when plenty of deals are sold but still waiting on delivery. The team did the work. The scorecard just was not looking in all the right places to see it.
What is the right way to count sold units?
Count distinct sold units from one shared source that spans every pipeline. The moment a unit is marked sold, it counts, regardless of which pipeline it closed in and regardless of whether it has been delivered yet. That is what a scorecard is supposed to measure.
The key word is distinct. If the same unit appears in more than one place, it should count once, not twice. Pulling from a single shared source is what makes that possible, instead of stitching together numbers from separate reports that never quite agree.
How does BKD count sold units across pipelines now?
BKD reads from a single shared sold-units source that covers every pipeline, then counts distinct sold units rather than rows in one stage. The sales scorecard and the team activity report both draw from that same source, so the two reports finally show the same number instead of arguing with each other.
For a sales manager, that means the deals closed figure on the scorecard reflects everything the team actually sold this month. No more mentally adding back the seller deals or the not-yet-delivered units. The board is the truth, and you can run your meeting off it.
Frequently asked questions
Why does my sales scorecard show fewer deals than I actually sold?
Most scorecards count deals from a single pipeline or only those marked Delivered. A unit that sold through the seller or finance pipeline, or that was marked sold but not yet delivered, gets left out. BKD now counts sold units across every pipeline from one shared source.
How does BKD count sold units across pipelines?
BKD reads from a single shared sold-units source that spans every pipeline, then counts distinct sold units rather than rows in one stage. The scorecard and the team activity report both draw from that same source, so the numbers match across reports.
Should a deal count as sold before it is delivered?
For a sales scorecard, yes. A deal that is sold but awaiting delivery is still a closed sale. Counting only Delivered deals undercounts your team's real performance, especially near month-end. BKD counts a unit once it is marked sold, not only once it leaves the lot.