Integration noticeAutoQuotes and CRM opportunity integrations are not connected. Records shown are read-only demonstration opportunities for workflow validation.
Sales pipeline
Opportunity portfolio
6 of 6 opportunities shown. Recommendations remain review-only.
AI score93Excellent
Opportunity value$268,400
Open workspaceMargin28.7%
Probability84%
Readiness88%
HealthyContribution 72
AI score86Excellent
Opportunity value$184,500
Open workspaceMargin24.3%
Probability68%
Readiness74%
ReviewContribution 49
AI score64Needs attention
Opportunity value$42,750
Open workspaceMargin18.3%
Probability58%
Readiness61%
High riskContribution 24
AI score79Review
Opportunity value$97,500
Open workspaceMargin24.0%
Probability52%
Readiness68%
ReviewContribution 43
AI score88Excellent
Opportunity value$156,800
Open workspaceMargin25.8%
Probability71%
Readiness79%
HealthyContribution 63
AI score82Review
Opportunity value$121,900
Open workspaceMargin22.4%
Probability77%
Readiness83%
ReviewContribution 48
Alpha 2 governance
Opportunity source writesDisabled
Stage and pricing changesDisabled
AI recommendationsReview only
AutoQuotes / CRM connectionNot connected