Workspaces
Pursuits
Pursuits is your business-development pipeline — the open opportunities you're working, from first conversation to won (or lost). It keeps the deals, their next steps, and their deadlines in one honest view.
- Opportunities by stage, from lead to won.
- Revenue split into project and recurring (MRR).
- Proposals out and awaiting decision.
- Touch history and conversion signals.
Opportunities & stages
Each pursuit belongs to a client/prospect and moves through stages (lead onward to won or lost), carries a health, an owner, a next step with a date, and a target close date. The pipeline view groups pursuits by stage so you can see where everything sits.
Revenue: project vs recurring
A pursuit's value can be a one-time project fee (estimated revenue) or recurring — a monthly amount (MRR) over a minimum number of months. For recurring deals Ventura computes the contract value from MRR × term. Weighted revenueapplies the pursuit's probability so the pipeline total is realistic.
Pricing a proposal
From a pursuit, Price this →opens the rate-card estimator: enter expected hours per role and it returns fee, cost, margin, and blended rate, with an optional proposed-fee field for realization and margin at a discount. You can save the fee straight back to the pursuit. Cross-check it against the firm's service-line library of actuals.
Views
- Today — pursuits needing attention now.
- Pipeline — the stage board.
- Proposals — what's out and awaiting decision.
- Activity and Insights — touch history and conversion signals.
Won → engagement
When a pursuit is won, hand it off to Clients — it converts into an engagement, carrying the context across so delivery starts with what BD already knows.