Overview
The Opportunity Playbook provides deal-specific guidance to accelerate execution, reduce risk, and improve win probability. It opens as a slide‑out panel on the opportunity page and adapts to the deal’s stage and health.
Access
- Open from an opportunity: look for “Playbook” or guidance action on the Opportunity page
- Appears as a right-side slide‑out; click outside or “Close Playbook” to dismiss
Header & Context
- Shows Deal Name, Stage, and Amount
- Urgent banner appears when critical patterns are detected (e.g., high waste, low probability, slow velocity, low MEDDPIC)
Tabs
- 🎯 Priorities Now: ActionPrioritizer surfaces the most impactful next steps; includes AI‑suggested actions where available
- 📋 Daily Check: DealExecutionGuide lists routine checks for momentum (next steps, stakeholder engagement, activity)
- 🔮 Scenarios: DealScenarios highlights risks/opportunities by severity; expand for detail and recommended responses
- 🛡️ Risk Mitigation: RiskMitigation outlines targeted steps (e.g., framework completion, contact re‑engagement, close plan)
Context-Aware Behavior
- Highlights modules based on metrics: waste score, win probability, velocity, MEDDPIC/BANT/SPICED, contact freshness
- Detection examples: stale contacts → “contact strategy”; late-stage deals → “closing acceleration”
Persistence
- Remembers last tab per user using local storage (
opportunity_playbook_last_tab)
Who Uses This
- Account Executives: daily execution on active deals
- Sales Managers: prep for 1:1s by scanning “Priorities Now” and “Scenarios”
Tips
- Address red (critical) scenarios first; verify updated next steps on the record
- Pair with Contact Freshness and Framework health to lift win probability