Opportunities

An Opportunity is a potential deal — a specific revenue conversation in flight. It belongs to an Account and moves through a configurable pipeline until it's won, lost, or abandoned.

Anatomy of an opportunity

• Name — short, recognisable label ("Acme — Annual 2026").
• Account — the customer organisation.
• Amount & currency — the deal's value.
• Stage — current pipeline stage (e.g. Discovery, Proposal, Negotiation, Closed Won).
• Probability — % chance of closing, defaulted by stage but overridable per record.
• Close date — when you expect this to land.
• Owner — the rep driving it.
• Stakeholders — contacts involved on the customer side.
• Activities — every meeting, email, and note.

Pipeline & stages

Pipeline stages are configured per organisation under Settings → Pipeline. Each stage has:

• A name and display order
• A default probability (0–100%)
• A type: open, won, or lost

Marking a stage as won triggers the opportunity.won event (handy for webhooks). lost requires a reason so you can analyse churn later.

Kanban view

/opportunities/kanban shows the pipeline as columns. Drag an opportunity left or right to change its stage; the backend validates the transition (you can't skip from Discovery straight to Closed Won without passing through proposal, for example, if you've enabled gated stage policies).

Forecasting

The dashboard's forecast widget multiplies each open opportunity's amount by its probability and groups by close-date month. Weighted vs unweighted toggles let you switch between the optimistic and probability-adjusted view.

Conversion from a lead

When a Lead is converted, the system creates the Account, Contact, and (optionally) an Opportunity in one transaction. The opportunity inherits the lead's source, custom fields where keys match, and assignee.

See also

• Lead management — top-of-funnel that feeds opportunities.
• Accounts — the companies opportunities are attached to.
• Custom fields — competitor, expected delivery date, contract type.