> ## Documentation Index
> Fetch the complete documentation index at: https://docs.play2sell.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Opportunities

> Manage sales opportunities and deals — track values, forecast revenue, and move deals toward close.

# Managing Opportunities

Opportunities (also called deals) are the core of your sales process in SalesOS. Each opportunity represents a potential sale with an associated value, close date, and probability of winning.

## Opportunity Detail View

When you click a deal card in the pipeline or open an opportunity from the list, you see the full detail view:

### Key Fields

| Field                   | Description                                                |
| ----------------------- | ---------------------------------------------------------- |
| **Name**                | The opportunity name (usually the company or project name) |
| **Value**               | The monetary value of the deal                             |
| **Stage**               | Current pipeline stage                                     |
| **Probability**         | Likelihood of closing (auto-set by stage, editable)        |
| **Expected close date** | When you expect the deal to close                          |
| **Owner**               | The sales rep responsible for this deal                    |
| **Contact**             | Primary contact person                                     |
| **Company**             | Associated company                                         |
| **Source**              | Where the opportunity originated                           |
| **Priority**            | High, Medium, or Low                                       |

### Stage Probabilities

Each pipeline stage has a default probability that reflects how likely a deal in that stage is to close:

| Stage         | Default Probability |
| ------------- | ------------------- |
| Prospecting   | 10%                 |
| Qualification | 25%                 |
| Proposal      | 50%                 |
| Negotiation   | 75%                 |
| Closed Won    | 100%                |
| Closed Lost   | 0%                  |

<Tip>
  You can override the default probability on individual deals. This is useful when a deal is progressing faster or slower than typical for its stage.
</Tip>

## Revenue Forecasting

SalesOS calculates revenue forecasts based on your open deals:

* **Best case** — Sum of all open deal values
* **Weighted forecast** — Sum of (deal value x probability) for all open deals
* **Committed** — Value of deals in Negotiation stage or later
* **Closed** — Value of deals already marked as Closed Won

### Forecast by Period

Use the period selector to view forecasts for:

* Current month
* Current quarter
* Current year
* Custom date range

The forecast view shows a bar chart comparing your target (if set by your admin) against your weighted and committed pipeline.

## Managing Opportunity Activities

### Notes

Add notes to document conversations, decisions, and next steps. Notes are timestamped and attributed to the author.

### Tasks

Create tasks associated with an opportunity:

1. Open the opportunity
2. Click the **Tasks** tab
3. Click **+ Add Task**
4. Set the task title, due date, and assignee
5. Tasks appear in your dashboard and send reminders when due

### File Attachments

Attach files to any opportunity:

* Proposals and quotes
* Contracts
* Presentations
* Meeting recordings
* Any relevant documents

<Note>
  The maximum file size is 50MB per attachment. Supported formats include PDF, DOCX, XLSX, PPTX, PNG, JPG, and MP4.
</Note>

### History Timeline

The timeline tab shows a complete audit trail of every change made to the opportunity:

* Stage changes (with who moved it and when)
* Value changes
* Field updates
* Notes added
* Files attached
* Tasks created and completed

## Closing Deals

### Closing Won

When you successfully close a deal:

1. Move the card to **Closed Won** (drag and drop or use the stage dropdown)
2. Confirm the final deal value
3. Optionally add a closing note
4. SalesOS awards gamification points based on the deal value

### Closing Lost

When a deal does not proceed:

1. Move the card to **Closed Lost**
2. Select a **loss reason** from the dropdown (configured by your admin):
   * Lost to competitor
   * No budget
   * No decision made
   * Timing not right
   * Product fit issues
   * Other
3. Add a note explaining what happened

<Warning>
  Always record a loss reason when closing a deal as lost. This data is critical for understanding patterns and improving your sales process over time.
</Warning>

### Reopening Deals

If circumstances change, you can reopen a closed deal:

1. Open the closed opportunity
2. Click **Reopen Deal**
3. Select the stage to return it to
4. The deal reappears on the pipeline board

## Bulk Operations

From the opportunity list view, you can perform bulk actions:

* **Reassign** — Transfer selected deals to a different sales rep
* **Update stage** — Move multiple deals to a new stage
* **Add tags** — Apply tags to selected deals
* **Export** — Download selected deals as CSV

Select multiple deals using the checkboxes, then choose the action from the bulk actions menu.

## Next Steps

<CardGroup cols={2}>
  <Card title="Rankings" icon="trophy" href="/user-guide/gamification/rankings">
    See how closed deals affect your ranking
  </Card>

  <Card title="Dashboards" icon="chart-mixed" href="/admin/reports/dashboards">
    Analyze opportunity data with reports
  </Card>
</CardGroup>