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 & 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.