01
Opportunity Pipeline
5 features
Opportunity Pipeline lists every opportunity in a grid led by a metrics strip covering total, active, due this week, overdue, completed, and total pipeline value. Full-text search, a grid-versus-timeline toggle, and faceted filters help you focus, and any row opens its full opportunity record with one click.
02
Opportunity Authoring
4 features
Opportunity Authoring creates an opportunity through a guided dialog with dedicated pickers for customer, contact, software category, owner, key vendors, and key products. You can open, edit, rename, or duplicate any existing opportunity, with every change saved consistently across the record.
03
Opportunity Intelligence
4 features
Opportunity Intelligence applies AI to an active opportunity to produce strategy insights, answer your questions, and analyze the surrounding vendor ecosystem, returning grounded recommendations tied directly to the deal's own data.
04
Vendor Fit Scoring
3 features
Vendor Fit Scoring ranks candidate vendors against an opportunity's requirements, calculating an overall fit and feature-level scores for each vendor. You can adjust the weighting of individual features, and the ranking recalculates instantly to reflect your priorities.