The pipeline that does its own math.
Track the work you're chasing the way you track the work you have. Every opportunity carries its own economics — weekly revenue, total value, the margin at the rates you'd bid, the weighted value at the stage it's in — worked out on the record, not in a founder's private spreadsheet. When you win one, it becomes a job with the numbers already in it.
This is the front of the business: the accounts you're courting, the opportunities in the pipeline with their own economics, the proposals, and the client portals you must stay registered in.
The pipeline was a spreadsheet the owner kept and nobody else quite trusted — a stage column, a guessed value, a next step that went stale. Proposals lived in a folder of near-duplicate documents, and which client portals the firm was still registered in was a thing somebody hoped was current.
Open the pipeline and every opportunity states what it is worth this week, in total, at what margin, and weighted for the stage it's in — the same figures for everyone, not the owner's private math. A won opportunity is already a job; a lapsing client registration shows itself before it costs you a bid.
What changes on the job.
Every opportunity carries its economics
Weekly revenue, total estimated value, the gross margin at your rates, and the weighted value for its stage — worked out on the record as you enter the terms.
A pipeline the whole firm reads the same
Stages, weighted value and total estimated value roll up in one place, so the number the owner sees is the number the team sees.
Win it into a job in one step
When an opportunity closes, it becomes a project with its value, margin and scope carried straight across — no re-keying into a new system.
Proposals and their pricing together
Draft the proposal and the pricing scenario behind it in one place, so what you send and what you would make on it never drift apart.
Registrations that warn before they lapse
Every client procurement portal you must stay qualified in, with what the packet needs and what is renewing soon — so a lapsed registration never quietly costs you a bid.
Accounts you're courting, tracked like the rest
The targets, the markets and the service lines you are pursuing sit on the record, not in a head.
The number is the same for the owner and the team.
A pipeline is only useful if everyone trusts it. Here the weighted value and the margin are worked from the terms on each opportunity, not typed into a cell someone can nudge.
Put one of your jobs in it.
Thirty days, no card, your whole crew, every feature. A workspace with a job already in it. Exports and downloads switch on when you upgrade.