C05
Opportunity Management
Track deals from first contact to close.
mtz_core · the opportunity table holds 0 rows and no stage, owner, source or close-date column; quotes carry the only outcomes
Total Opportunities
0
rows in the opportunity table: a deal needs a probability and an ETD nobody has entered. The workbook's Opportunities sheet is on AI02 as recommendations
Open Pipeline Value
—
no opportunity row; the schema's opportunity carries expected_kg, not a value
Weighted Value
—
expected_kg × probability_pct would be tonnes, not money; and there is no row
Win Rate
—
no decided quote on the ledger
Avg Sales Cycle
—
created_at to closed_at would give it; there is no row, and no stage dates exist
Qualification0
no opportunity_stage column in the schema, so no card can sit here
Proposal0
no opportunity_stage column in the schema, so no card can sit here
Negotiation0
no opportunity_stage column in the schema, so no card can sit here
Won0
quotes won: 0.00 (a quote outcome, not an opportunity stage)
Lost0
quotes lost: 0.00 (a quote outcome, not an opportunity stage)
The Kanban's stages exist in neither the workbook nor the schema; the board's In Focus tabs (At Risk · Closing Soon · High Value) need a health flag and a close date that no column holds.
Opportunities0 rows
OpportunityCustomerMaterialStageValueClose DateOwnerStatus
The opportunity table is empty. The workbook's 220 Opportunities rows are recommendations (Process & Sell, Reprice, Replenish, Contact Customer) with a Match_Score and a Confidence word; the import refused to guess the probability behind High / Medium / Low, and a schema opportunity needs one. Name, Stage, Close Date, Owner and Source have no column at all.
Pipeline by Value
value per stage
Nothing to show yet
no stage column and no value column: the schema's opportunity carries expected_kg and probability_pct
Opportunity Sources
Existing Customer · New Customer · Referral · Website · Trade Show
Nothing to show yet
no source column on opportunity; rfq_source (email, phone, manual) is on enquiries, and the rfq table is empty
Win / Loss Analysis
the quote outcomes the ledger holds, as the nearest real figure
asking…
Pipeline by Stage
the board's Kanban: one column per stage, one card per opportunity
Nothing to show yet
opportunity has no stage column, and Qualification / Proposal / Negotiation / Won / Lost are defined in neither the workbook nor the schema
In Focus
At Risk · Closing Soon · High Value
Nothing to show yet
each of the three needs a rule the schema has no input for: no health flag, no expected close date, no value on an opportunity