Visual pipeline
Drag-and-drop kanban view of every active opportunity, sorted by stage. Reps see their deals; managers see the team's pipeline.
Feature · Opportunity Management
See every active deal through one clear pipeline.
BuilderSwift Opportunity Management shows every qualifying deal, what stage it is in, who owns it, and what to do next. Forecast revenue with confidence, hold your team accountable, and close more bids.
Visual deal stages
One owner per deal
Forecast-ready reporting
Why Opportunity Management
If you can't see the pipeline, you can't run the business.
Owners need a live answer to "What will we close this month?" — not a once-a-quarter gut check. BuilderSwift turns every working deal into a visible, weighted forecast your team can act on.
One owner per deal. One source of truth.
Every opportunity has one account owner, one stage, one close date, and one expected value. No more "I thought Sara was handling that" or "Is this still alive?" — the system tells you.
Forecasting that holds up in a Monday meeting.
Forecasts are computed from active opportunities, their stage probabilities, and expected close dates. You see what is likely to land this month — not hope and a verbal pipeline.
1
Visual pipeline
Drag-and-drop view shows deals at every stage so your team knows where everything stands.
2
Weighted forecasts
Automatic revenue forecast based on stage probabilities and close dates, not subjective guesses.
3
Win / loss reasons
Capture why deals are won or lost so the team learns and adjusts pitch, pricing, and process.
4
Owner accountability
Every opportunity has one owner. Forecasts, follow-ups, and next steps live on the record.
What you get
Capabilities built for sales-stage visibility.
Weighted forecasting
Forecast revenue is computed from active deals, stage probabilities, and expected close dates — updated in real time.
Stage history & SLA
See how long each opportunity has been in its current stage. Spot stuck deals before they quietly die.
Notes & activity log
Calls, emails, and notes on every opportunity — captured in one timeline so a new rep can pick up where someone left off.
Win / loss reasons
When a deal closes, capture the reason. Reports surface patterns over time so you can adjust and coach.
Owner accountability
Every opportunity has one record owner and a clear next step. Forecasts roll up by team and by person.
Outcomes
A pipeline you trust means a business you can run.
0x
Win more bids
Clear ownership, faster follow-up, and visible next steps mean more deals land in Won — instead of slipping to competitors.
+%
Forecast accuracy
Weighted forecasts replace verbal pipelines so leadership can plan crews, subs, and cash with confidence.
0%
Pipeline visibility
Every active deal, every stage, every owner — visible to the people who need to act on it.
From the field
What contractors tell us about this feature.
“We finally stop guessing what will close this month. The weighted forecast is real and our team plans against it instead of founding our week on a verbal pipeline.”
Designed for
Built for sales-stage clarity.
Owners who fly blind
If your "pipeline" is a verbal Monday-morning update, you'll love a live weighted forecast you can act on.
Sales managers coaching teams
See who is closing, who is stuck, and where to lend a hand — backed by data, not anecdote.
Reps who need a clear path
Your reps see their deals, their next steps, and their numbers — without admin overhead.
FAQ
Opportunity management questions, answered.
How is an opportunity different from a lead?
A lead is an inbound inquiry. An opportunity is a qualified working deal — a kitchen
remodel, a deck build — that has a real chance of closing. Once a lead is qualified with budget, scope,
and timeline, you promote it to an opportunity and start tracking it through stages.
Can I customize pipeline stages?
Yes. Use the default stages (New, Qualified, Proposal, Negotiation, Won/Lost) or define
your own to match how your sales process actually works. Each stage has a probability that feeds the
forecast.
Does BuilderSwift forecast revenue?
Yes. Forecasts are calculated from active opportunities, their stage probabilities, and
expected close dates. You see this month's weighted pipeline at a glance — and what's likely to close
versus what's still wishful thinking.
Can I see why deals are lost?
Yes. When an opportunity is marked Lost, capture the reason — price, timing, scope,
competitor, no decision. Reports show loss reasons over time so you can spot patterns and adjust your
pitch and pricing.
Can multiple reps collaborate on one deal?
Yes. While one rep owns the opportunity, you can log calls, notes, and tasks from anyone
on the team. Manager coaching and follow-ups show up on the same activity timeline so nothing falls
through the cracks.
See the pipeline clearly
Run your sales on a forecast you trust.
Start your 4-month free launch period today — every feature included, no credit card required.
Then just $49/month · cancel anytime