Opportunity Review
Review key opportunities in depth to improve win rates.
#Business goal
Give important deals the attention they need to close.
#When to use this
Weekly, focused on top deals.
#At a glance
| Detail | Value |
|---|---|
| People involved | Sales owner, sales team |
| Departments used | Sales |
| Modules used | CRM |
| AI used | Sales Agent assists with outreach and analysis; you decide |
| Recommended timeline | Weekly |
| Prerequisites | CRM access; An active pipeline |
#Step-by-step process
1
Select key deals
Pick the highest-value or at-risk opportunities.
2
Review context
Read the history and next steps in CRM.
3
Decide the play
Agree the action that moves each forward.
4
Assign and schedule
Set owners and next-touch dates.
#Decision points
Decisions to make along the way
- What will move this deal forward?
- Is it still winnable?
#Approval points
No formal approval gate
This routine has no separate sign-off step, but review your work before it affects clients or finances.
#Success metrics
- Higher win rate on reviewed deals
- Clear next steps
#Best practices
- Focus on the deals that matter most.
- Use CRM history to inform the play.
#Common mistakes
- Reviewing every deal shallowly.
- No clear next action after review.
#Realistic example
In practice
The team reviews the five biggest deals, agrees a specific next move for each, and assigns owners — lifting focus on what matters.
#Related documentation
Forecast Review
Roll it up.
Lead Follow-up
Underlying flow.
Business Workflows
Underlying step-by-step flows.
Contact Support
Reach the DevSphere OS team.
Still need help?
Can’t find what you’re looking for? The DevSphere OS team is happy to help.
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