Sales opportunities in Tribe help you track and manage potential deals in a clear, structured way. They bring together all relevant information about what you are selling, where the deal is in your process, and what actions are taking place. By using sales opportunities consistently, you can keep an accurate overview of each deal and support your sales team in their daily work. By the end of this article, you will understand the four core building blocks of a sales opportunity and how they work together.
Sales Opportunities in Tribe
A sales opportunity in Tribe is built from four key building blocks: Details, Phases, Products, and Activities.
Each building block has a specific role and helps you capture, structure, and follow up on your sales process.
Details: What you want to register
Details are the fields and data you define for a sales opportunity. They describe the opportunity itself and contain the information you want to track.
Common examples include:
Expected revenue
Probability
Internal owner
Customer-specific information
You can fully configure which details are available, based on what your organisation needs to register. When setting these up, it is important to be selective. The more fields you add, the more information you ask your users to enter. Keeping details limited helps maintain focus and usability.
Phases: Where the opportunity is in the process
Phases represent the steps of your sales process. They are best used as work buckets, so your sales team can always see the status of each deal.
Typical examples include:
· Qualification
· Proposal sent
· Negotiation
· Won or Lost
You do not need to use many phases. You can skip phases, disable them, or only activate the ones that are relevant for your sales funnel. Keeping phases simple helps maintain overview and encourages adoption.
Each phase is linked to a probability that reflects the chance of winning the opportunity. For example, selecting the Won phase automatically sets the probability to 100%. Default probabilities can be defined in the settings, while sales reps can still adjust them per opportunity.
These probability values are used to generate a calculated forecast, where deal values are weighted by how likely they are to close.
Products: What you are offering
Products show what you are offering as part of the sales opportunity, including pricing. You can register both products and services and manage them in your product catalogue.
By adding your services and products to the catalogue, users can select them directly when working on an opportunity, ensuring consistency and clarity across your sales data.
Activities: Everything you do around the deal
Activities include all actions and communication related to a sales opportunity. This can include:
Tasks
Appointments
E-mails
Attachments
Notes
By linking activities to the sales opportunity, all context stays together. This makes it easy to see what has already been done, what still needs to happen, and where the deal currently stands.
Quick Summary
Sales opportunities in Tribe are built using details, phases, products, and activities. Together, these building blocks help you track what you are selling, the status of each deal, and all related actions. Using them consistently keeps your sales process clear and easy to follow.