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.
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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.
"I have lot more confidence in putting together proposals because I can quickly draw on past data. We didn't have that before Factor. That made our lives a lot better.”
Clint Rabe
1/10th
the cost of Deltek Ajera
32 hrs/mo
saved in Factor project management & reporting compared to QuickBooks.
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.
"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
Everything you need to get it done.
Frequently asked questions about opportunity tracking
It is logging and managing potential projects from first contact to win or loss so you can see pipeline, forecast revenue, and focus effort where you can win.
A lead is early interest with limited details. An opportunity is a qualified pursuit with scope, budget, and timeline you can forecast.
Pick clear stages such as Lead, Qualified, Go/No-Go, Proposal, Shortlist, Verbal, Won, Lost. Consistent stages improve visibility and reporting.
Use it to time hiring, shape marketing focus, and select partners early. A visible, accurate pipeline turns reactive scrambling into planned growth.
It is the list of potential projects from first contact to win or loss. It shows what work may start next and when.


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