Opportunities

An opportunity is a specific deal in progress with a known account — an RFQ, a tender, a new lane / service win.

Fields

• Name — e.g. "ACME FY27 Asia-EU ocean tender".
• Account — the customer.
• Owner — sales rep.
• Estimated value — annual revenue if won.
• Estimated margin — in % or absolute.
• Stage — see pipeline.
• Close date — expected.
• Probability — % likelihood of winning.
• Source — lead origin.
• Competitors — who else is bidding.
• Products / services — air / sea / road / warehousing / customs.
• Key lanes — main origin-destination pairs.

Stages

Tenant-configurable; typical:

1. Qualification.
2. Discovery.
3. Rate build.
4. Proposal sent.
5. Negotiation.
6. Verbal win.
7. Closed won / Closed lost.

Each stage has required fields — e.g. rate build requires a draft rate card attached.

Rate build

Opportunities link to draft rate cards. Sales builds the customer's proposed rates, then submits for pricing / ops review before sending to the customer. Approval workflow configurable.

Linked documents

• Customer's RFQ / tender brief (uploaded).
• Your proposal PDF (generated from the PDF designer).
• Meeting notes.
• Competitive intel.

Close workflow

• Closed won — opportunity archives; the rate card publishes against the account; customer can book.
• Closed lost — capture reason (price, service, timing, incumbent) and competitor who won.

Win / loss reasons feed commercial analytics.

Forecasting

Pipeline-weighted forecast = sum of estimated value × probability × (stage factor). See pipeline.

Activities

Opportunities accumulate activities (calls, emails, meetings). See activities & tasks.