Opportunities and pipeline
An opportunity in Pulse is a potential deal — from first conversation to closed/won (or lost). Sageon Business gives you a Kanban-style pipeline plus tabular and chart views.
Pipeline stages
Sageon Business uses 6 stages:
- Prospect — initial interest, not qualified
- Qualified — confirmed budget, authority, need, timing
- Proposal — formal proposal in flight
- Negotiation — terms being agreed
- Won — deal closed, contracted
- Lost — deal lost (capture reason)
Create an opportunity
From Pulse → Opportunities → + New:
- Title — "Cabinet Office Zero Trust"
- Parent project — every opp links to a project (often a "Sales & BD" parent project)
- Client / Company — the buyer
- Value — £ amount
- Stage — pick one (default: Prospect)
- Probability — 0-100% (defaults from stage)
- Expected close date
- Contact — link to a CRM contact
- Notes — context
Or ask Sage
"Add an opportunity: Cabinet Office Zero Trust, £80k, proposal stage, expected close end of August"
Sage drafts and confirms.
Moving through the pipeline
Drag-and-drop on the board view, or change Stage on the opportunity detail page. Won triggers a prompt to convert to a project or bid; Lost prompts for a reason code.
Pipeline metrics (on dashboard)
- Total pipeline £ — sum of open opportunity values
- Weighted pipeline — pipeline × probability
- Win rate — won £ / (won + lost) £
- Stage conversion — % moving forward each stage
Tips
- Update probability honestly. Forced 50% on everything makes weighted pipeline useless.
- Lose fast. A "Proposal" stage opportunity that hasn't moved in 90 days is almost certainly lost — mark it.
- Use Sage for stage moves. "Move Cabinet Office to negotiation" is faster than dragging cards.