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Opportunity Management
Close more deals,forecast with confidence
Deals stall and slip when your pipeline lives in spreadsheets and your memory. A visual pipeline board, weighted revenue forecasting, win/loss analysis, and competitor tracking give freelancers, agencies, startups, and teams a clear, honest read on what is really going to close.
Part of your connected KAZI workspace. Opportunities flow from Leads into Deals and your Pipeline so nothing falls through.
See it in action
kazii.ai/dashboard/clients
Everything you need to manage opportunities
Visual Pipeline Board
Drag deals through Lead, Qualified, Proposal, and Negotiation stages. Advance, win, or lose opportunities in a single click with live column totals.
Weighted Forecast
Every open opportunity is automatically weighted by value × probability, then rolled up by close month so you always know what to expect.
Revenue Forecasting
Committed vs. weighted revenue per month, with deal counts. Forecast the quarter with confidence and spot gaps early.
Win/Loss Analysis
Real win-rate tracking from closed-won vs. closed-lost, plus structured loss reasons to learn from every deal you lose.
Products & Line Items
Build opportunity value from line items with quantity and unit price. Totals flow straight into your pipeline and forecast.
Competitor Tracking
Capture who you are up against on every deal, prioritize by criticality, and attach owners, clients, and activity notes.
Ready to forecast your pipeline?
Start tracking opportunities today. Visual board and pipeline analytics included free, with weighted forecasting on Pro.
Start FreeFrequently asked questions
What is KAZI opportunity management?+
Opportunity management gives you a visual pipeline board and weighted forecasting, so you can track potential revenue and predict what will close, connected to the rest of your business.
How does weighted forecasting work?+
Each opportunity's value is weighted by its stage or probability, so your forecast reflects likely revenue rather than best-case totals.
Can I see opportunities on a board?+
Yes. A visual pipeline board shows every opportunity by stage so you can manage your sales process at a glance.
Who is it for?+
Agencies, startups and sales teams who need revenue forecasting tied to their real deals, clients and invoicing.
How does it connect to the rest of KAZI?+
Opportunities share data with contacts, deals, proposals and invoices, so forecasting and delivery run from one ecosystem.