What an opportunity represents
An opportunity is a qualified piece of potential work linked to a customer. It moves through your sales stages until it is won or lost. Use its amount, probability, owner, and next action to keep the pipeline current rather than treating the board as a static forecast.
Read the pipeline
- Stage columns – e.g. Lead → Proposal → Negotiation → Won, each showing the
count and total/weighted value.
- Opportunity cards – code (e.g. OPP-8B23), title, customer, amount, win
probability, weighted expected value (EV), owner, and next action.
- Drag & drop – move a card between stages to update it; click a card to open it.
- Filters – search by customer/code/title, filter by Owner, set a Min amount,
and toggle Hide Won/Lost.
- View toggle (top right) – switch between board and list layouts.
- New Opportunity – create a deal.
Progress an opportunity
- Select New Opportunity and link the correct customer.
- Enter the estimated amount, probability, owner, and expected timing based on the information available.
- Record a specific next action and update it after every meaningful interaction.
- Drag the card only when the deal meets your criteria for the next stage.
- Mark the opportunity won or lost when the outcome is known so it no longer distorts the active pipeline.