Using the Pipeline Management module you can store and track all of your potential upcoming opportunities with existing or prospective clients in one place.

You can assign a milestone and probability of success (which drives your forecasted revenue) to each opportunity as well as assign a well know or custom category to it.

Each Opportunity can be view in easy to understand plain-text and can be easily edited. A single or set of cashflow items are then assigned to the Opportunity

Cashflow schedule items can be added to create any scenario. For example, you could have a lump sum followed by a set of percentage-based fees based on a NAV, with a payout to an Introducer.