What Is an Opportunity?
An opportunity (also called a deal) is a potential sale that you are actively working on. It represents a specific chance to earn revenue from a contact or company, with an estimated value and an expected close date.
What makes up an opportunity
Section titled “What makes up an opportunity”Every opportunity in a CRM typically includes:
- Name — a short description of the deal (“Website redesign for Acme Corp”)
- Value — how much the deal is worth
- Stage — where it sits in your sales pipeline (e.g., Qualification, Proposal, Negotiation)
- Expected close date — when you expect to win or lose the deal
- Linked contact and company — who you are selling to
- Activities — emails, calls, meetings, and notes related to this deal
Why it matters
Section titled “Why it matters”Opportunities are the heartbeat of your sales process. By tracking every deal as an opportunity, you can:
- Forecast revenue — add up the values of deals in late stages to predict income
- Prioritize your time — focus on high-value deals closest to closing
- Spot stalled deals — find opportunities that have not moved stages in weeks
- Measure performance — track win rates, average deal size, and sales cycle length
How HARi CRM handles it
Section titled “How HARi CRM handles it”HARi links every opportunity to its related contacts, companies, tasks, and activities automatically. As a deal moves through pipeline stages, the Business Process Flow guides your team through required actions — so nothing gets skipped. Dashboards give you real-time visibility into your pipeline value and forecast.
Learn more: Setting up your pipeline