Feature Overview

The Opportunity Detail Page provides a comprehensive view of each sales opportunity in your pipeline. This intelligent dashboard combines standard CRM data with GTM Engine's AI-powered insights to give you a complete understanding of deal health, progress, and recommended actions. The page transforms raw sales data into actionable intelligence, helping you prioritize efforts and close deals more effectively.

Benefits to the User

• Complete Deal Visibility: See all critical opportunity information in one consolidated view
• AI-Powered Insights: Access intelligent health scores, interest assessments, and forecasting
• Guided Selling: Receive prioritized next steps and actions to move deals forward
• Gap Analysis: Identify potential blockers and deal gaps before they derail opportunities
• Time Savings: Eliminate the need to manually compile deal information from multiple sources
• Accurate Forecasting: Compare rep-provided close dates with AI-predicted timelines
• Sales Stage Validation: See if your assessment of the deal stage aligns with AI analysis

Accessing the Feature

1. Navigate to the Sales Engine in the left navigation panel
2. Select the Pipeline view
3. Click on any opportunity in the list to open its Opportunity Detail Page

Step-by-Step Usage Guide

1. Opportunity Overview Section

At the top of the page, you'll find key opportunity information:

• Company Information: Logo, company name, and opportunity owner
  • Use the Edit button on the right to update any of these fields
• Deal Metrics:
  • Contract amount/estimated amount
  • Color-coded Health score with detailed breakdown upon click
  • Color-coded Interest score with historical comparison upon click
  • Rep-provided close date and days remaining
  • Color-coded GTM Engine's forecasted close date and status upon click

GTM Engine uses all available meeting and email activity as well as contact and account enrichment data to power the Health score, Interest score, and Forecasted close date. These analysis leverage specifically tuned AI agents to make their determination and they provide a full breakdown of the analysis, reasoning, and evidence for additional inspection and insights.

Working with Health Scores

Click the Health Score to view:

• Positive contributors to deal health
• Negative contributors to deal health
• Score change analysis since the last activity
• Specific recommendations to improve deal health

Understanding Interest Scores

Click the Interest Score to see:

• Last update timestamp
• Current and previous interest scores
• Key indicators driving the score
• Change justification and notes

Reviewing Forecast Information

Click the Status under the forecasted close date to view:

• Confidence level of the prediction
• Current stage analysis
• Deal gaps assessment
• Comparison to last week's forecast
• Comparison to the AE's listed close date
• Key factors influencing the prediction
• Recommended next actions

Sales Stages Visualization

Below the overview section, you'll see a visual representation of your configured sales stages:

• Stages appear in sequence from left to right (e.g., from "Intro Call" to "Closed Won")
• The stage set by the rep is highlighted in color. Successfully completed sales stages are marked in green with a checkmark, while the current state is highlighted in blue.
• The stage predicted by GTM Engine shows a purple brain icon at the top right of the sales stage. This reflects the determined stage the opportunity is actually in based on the enter and exit criteria for your sales stages listed in Settings Configuration and the full opportunity analysis.

To understand AI stage predictions click the AI Predicted Stage to view:

• The predicted stage
• Reasoning behind the prediction
• Key factors influencing the assessment
• Progression outlook for the deal

Deal Intelligence Tabs

Below the sales stages sits three tabs of detailed information:

Path to Close Tab

This tab provides actionable guidance to move the deal forward:

1. Suggested Next Steps: Categorized by priority level
   • Critical path items (highest priority)
   • Priority 1, 2, and 3 items
   • Click View Details on any suggestion to see additional context, evidence, or instructions
2. Completed Actions:
   • Shows completed steps with green checkmarks
   • Click view details on any pending action to see additional reasoning and context
3. Pending Actions:
   • Displays unchecked items that should be completed next
   • Click view details on any pending action to see additional reasoning and context
4. Current Blockers:
   • Lists warnings and blockers impeding deal progress
   • Click view details on any blocker to see context and potential solutions

GTM Engine Fields Tab

This tab provides AI-powered analysis across multiple dimensions. For each analysis card, a full view is available in an overlay modal upon click to drill into the details:

1. Deal-Gap Analysis:
   • Analysis of the determined deal gaps found within the current opportunity including the overall deal gap status, number of identified gaps, most critical gap, estimated total time to resolve all gaps, and finally a detailed breakdown of each gap.
2. Customer Use Cases:
   • Shows potential applications for your product identified from conversations including the importance level to the opportunity, reasoning behind the determination, any new information discovered, and, finally, a measurement of the impact the use case would have on the prospect in real world metrics.
3. Timeline and Budget:
   • Budget overview and implementation timeline including an implementation date, driving factors, approval process, potential challenges, and financial considerations raised. New information and notes are included as well in the full detailed view.
4. Competitor View:
   • Lists competitors mentioned in conversations and any additional notes.
5. Buying Process:
   • Details around the buying process including the budget approval, signature process, procurement team involvement, legal review, security and compliance requirements, decision-making hierarchy, typical timeline, and unique requirements.
6. Overall interest level:
   • The current interest level is updated by the latest activity which is listed at the top along with key points, objection analysis, and a recommended response strategy. If the interest level was changed as a result of this latest activity, the reasoning behind that change will be provided as well as next steps to improve the interest level.
7. Important People Mentioned:
   • In any activity where additional stakeholders or decision-makers may have been metioned, they will be compiled into this list which includes their relationship, potential influence, context, and who they were mentioned by.
8. Wow Moments
   • Any moments where prospects showed interest or excitement about your product will be captured and displayed here along with the feature or reason behind the excitement.
9. Tech Stack:
   • Technologies mentioned in transcripts or emails
10. AI Next Steps:
    • Automatically generated action items based on conversation analysis
11. Suggested Strategies:
    • A comprehensive strategy to close the opportunity is also provided, determined based on all available information. Here you will find the overall strategy, key focus areas, critical success factors, detailed strategies, rationale, and recommendations.

Standard Fields Tab

Contains standard CRM fields for the opportunity.

Tips and Best Practices

1. Start with the Overview: Begin by reviewing the health score and forecast information to quickly assess deal status.
2. Compare Rep vs. AI Assessments: Pay special attention when the rep-assigned stage differs from the AI-predicted stage - this highlights potential misalignment in deal assessment.
3. Prioritize Actions: Focus on "Critical Path" items first, then move through the priority levels.
4. Address Blockers Immediately: Don't let identified blockers linger - they represent the highest risk factors for your deal.
5. Review Deal Gaps Regularly: Check the Deal-Gap Analysis before customer meetings to ensure you're addressing key concerns.
6. Leverage "Wow Moments": Use identified moments of customer excitement in your follow-up communications to reinforce value.
7. Compare Forecasts Weekly: Track how the AI-predicted close date changes over time to spot deals that are accelerating or stalling.
8. Use Detailed Breakdowns: When reviewing scores or predictions, always click through to see the detailed reasoning to understand the "why" behind the numbers.
9. Update Standard Fields: While GTM Engine automates much of your data collection, keeping standard fields current ensures the most accurate AI analysis.
10. Share Insights with Stakeholders: Use the comprehensive data from this page when discussing opportunities with managers or other team members.

With the Opportunity Detail Page, GTM Engine transforms your CRM from a passive data repository into an active sales assistant, giving you back valuable selling time while providing deeper insights into every opportunity. By leveraging this feature, you'll gain complete pipeline visibility, identify risks early, and take the right actions to move deals forward efficiently.