Sales pipeline
Before a client is a client, they’re a deal. Opentra’s pipeline is a sales CRM built into the same system as delivery — so a won opportunity flows straight into contracts, quotes and projects without re-keying the account.
The board
Section titled “The board”Opportunities sit on a kanban board, one column per stage:
| Stage | Weighted forecast |
|---|---|
| Discovery | 10% |
| Site Visit | 25% |
| Proposal Sent | 50% |
| Negotiation | 70% |
| Verbal Yes | 90% |
| Won | 100% |
| Lost | 0% |
Drag a card to move it between stages. Each column totals its value, so you can see where the money sits at a glance.
Value & forecast
Section titled “Value & forecast”Every opportunity carries a monthly recurring value and a one-off value, and each stage has a probability multiplier. Opentra combines them into a weighted forecast — a realistic view of the quarter, not a wish-list of every open deal at full value.
Opportunity types
Section titled “Opportunity types”Deals are typed so you can tell new business from growth: New Logo, Expansion, Project and Renewal.
Insights
Section titled “Insights”The pipeline Insights view breaks the board down — value by stage, win rate, and where deals stall — so the forecast is something you can act on.
From deal to delivery
Section titled “From deal to delivery”A won opportunity is the start of delivery, not the end of a spreadsheet. Turn it into a quote, a contract, or a project, all against the same client organisation.