Opportunities and Forecast

Monday. Pipeline review.

“What about ACME?” “It’s going well.”

It might be true. But if each opportunity lives in the head of whoever owns it, what reaches the review is their version. Add them all up and that’s the forecast. The surprises show up on the last day of the month.

Opportunities is the view in diio where every sale, renewal and expansion on your team lives in one place. There, “going well” can be opened.

What happened

Each opportunity brings together everything that happened with that client:

• meetings,
• calls,
• emails,
• WhatsApp.

One click on a person or on the company shows their whole history: who they are, how to approach them and what the relationship has been like.

What’s going to happen

From those conversations, diio:

1. Estimates the likelihood of closing and tells you why, citing the conversation it comes from.
2. Proposes the amount and the date, with who said it and when.
3. Measures health with concrete signals: the pace, the next meeting, overdue commitments.
4. Shows who decides, who’s pushing and what’s left to close.

Together, they build your forecast: Commit, Upside and the gap to your quota, across sales, expansion and retention.

Where to step in today

Every week you see what changed: what dropped from Commit, which date moved, who became a champion. And every morning, where to step in and which opportunities have been asleep for a month, so you can reactivate or archive them.

Before your next review

Before Monday, open Opportunities and check what changed during the week. When someone says “it’s going well”, open it together: the conversation is already there. That’s how your forecast stops being made of opinions.