Create a separate opportunity for each customer's buying intent and advance it through stages: Initial Contact / Needs Confirmed / Proposal & Quote / Negotiation / Won / Lost. Every stage carries an amount, win probability and expected close date, so leadership sees next quarter's expected revenue at a glance.
It's not just about recording amounts — it's about managing the rhythm of sales progression
6 configurable standard stages, each with its own win probability, advancing step by step from initial contact through to won / lost closure
Opportunity amount × stage probability = weighted expectation; funnel rollups for the quarter / year give performance forecasts a solid basis
New opportunities arising within key accounts can be placed in the opportunity pool, claimed by reps specializing in that product line to push forward together
Once an opportunity is won, generate a contract in one click — amount / product line items / customer info all carry over; follow-up records archive every step
Opportunities lingering too long in a stage trigger an automatic alert, letting managers see exactly where the funnel is stuck
Losing a deal forces a reason selection (price / competitor / wrong timing / decision delay), and the data accumulates for retrospectives on how to win next time
Ruida · Line Upgrade
Henghui · MES System
Huawei · Annual Deal
Jinpeng · Dispatch
Yunqi · SaaS Renewal
In the past, every rep interpreted "where the opportunity stands" differently, and managers relied on verbal reports for progress. Once stages are fixed, everyone advances on the same cadence, and a glance at the funnel tells managers how much the whole team can land next month.
Weighted Expected Signing ($K)
Each opportunity has an amount, each stage a probability (e.g. "Proposal & Quote" = 50%, "Negotiation" = 80%). Weighted together, that's the quarter's expected signed value. Managers no longer wait until month-end to know whether targets will be met.
When a customer has needs across 10 product lines, one rep can't handle them all. The opportunity pool lets reps for each product line claim what's relevant. The account manager owns the overall relationship while product-line reps drive the specifics.
One key account with multiple product lines and opportunities, each advanced independently by funnel stage, while managers forecast quarterly performance from the rollup
Custom projects with long cycles and large amounts — from initiation research to solution design to bidding negotiation, every stage records standardized fields
Both renewals and upsells for existing customers run as opportunities, backing renewal rate and NRR with data
Deals registered by distributors run as separate opportunities to avoid channel conflict; stage progression and payment collection are both visible
Opportunities come from customers, go into contracts, and roll up into dashboards
Opportunities are attached to customer profiles, so you see the full opportunity list from the customer's view
Convert a won opportunity to a contract in one click, with amount / product / customer info seamlessly carried over
Opportunities open only after leads convert to customers — lead quality directly affects opportunity volume
Real-time visualization of opportunity count / value per funnel stage, conversion rates and sales rankings
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