What is Opportunity?
An opportunity is a qualified lead with a realistic chance of becoming a sale, tracked through defined stages in the sales pipeline.
An opportunity marks the point where a lead has been qualified: the prospect has a genuine need, some budget, and a plausible path to purchase. Opportunities are the core unit that sales teams track through the pipeline, each one carrying details like estimated value, expected close date, and probability of winning.
As an opportunity moves through pipeline stages, sales reps log activities — calls, meetings, field visits, proposals — that build the case for why the deal will close. Sales managers use the aggregate of all open opportunities to forecast expected revenue for a period.
Not all opportunities close successfully; those that don’t convert are typically marked as lost, often with a reason recorded (price, timing, competitor) so teams can learn from win/loss patterns over time.
In Lavisho TT, opportunities are represented as multi-product deals within a kanban pipeline, and each one can be linked to field visit reports, BoQ pricing, and quotations, so a rep’s in-person activity is directly reflected in the deal’s progress and forecast.
Opportunity — common questions
Is an opportunity the same as a deal?
The terms are often used interchangeably; both refer to a qualified prospective sale being tracked through pipeline stages.
What information does an opportunity track?
Typically the estimated deal value, expected close date, current stage, and win probability.
How are lost opportunities useful?
Recording why an opportunity was lost helps teams identify patterns, such as pricing issues or competitive losses, to improve future strategy.
Can Lavisho TT link opportunities to field visits?
Yes, opportunities in Lavisho TT can be tied to visit reports and quotations generated during customer visits.
Related pages
Related products
- Sales Pipeline Management
A kanban pipeline with saved views, stalled-deal alerts and win/loss intelligence so nothing stalls silently.
- Sales CRM
Run leads, accounts and deals through a kanban pipeline with sequences and stalled-deal alerts so nothing quietly goes cold.
Glossary
- Lead
A lead is a person or organization that has shown interest in a product but has not yet been qualified as a sales opportunity.
- Deal
A deal is a specific sales transaction being pursued with a customer, tracked with a value, stage, and expected close date.
- Sales Pipeline
A sales pipeline is a visual representation of deals grouped by stage, showing how prospects move from first contact to closed sale.
- Sales Forecast
A sales forecast is an estimate of future revenue based on the value and probability of deals currently in the pipeline.
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