Opportunity tracking that powers your next win.

See your entire pipeline in one place. Factor brings your leads, proposals, and forecasts together so your firm can see what’s 
working, what’s not, and adjust strategy to win more work. 

Factor’s impact on A&E firms is clear.

All metrics are based on self-reported customer data.

0hrs

saved every invoicing cycle.

000%

user adoption.

<1hr

to bill 30 projects.

1/00th

the price of Deltek.

See your pipeline clearly. 

Customize your opportunity board to fit your firm’s sales cycle. Add new leads, drag and drop opportunities through each stage, and track the salesperson, win probability, next actions, and key dates in one clear view. 

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Stay ready for what’s coming next.

Connect opportunities to forecasting to see how potential projects influence schedules, staffing, and capacity. Allocate hours to opportunity work and track time spent on opportunities won or lost.

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Know what’s working 
and why. 

Give firm leaders the data they need to make informed decisions. Compare proposal fees vs. awarded amounts and measure win rates by client, market sector, or project type. 

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Easier collaboration  and handoffs.

Firm leaders can see what’s in the business development pipeline and the stage of each opportunity at any time. When a project is won, turn it from opportunity to active work with one click and keep teams aligned across business development, project management, and finance. 

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"I would recommend Factor for anyone in the industry.”

In one quick call, we’ll show you a simpler way to run projects and get paid faster. 

“I've worked with software platforms for 20+ years, and Factor has been my best experience of having a platform that will listen to you and is just as invested in us as we are in us.”

Betsy Koch

Operations manager

Frequently asked questions about opportunity tracking

What is opportunity tracking for A&E firms?
What is the difference between a lead and an opportunity?
What pipeline stages should we use?
How should leaders use the pipeline in decision making?
What is a pipeline for A&E firms?