How to use Opportunities

Where money is waiting and what to do next, counted from your own records.

Updated 2026-10-14

Open Opportunities from the menu. Each card is a finding from your own records: quotes, jobs, invoices and payments, your store, stock, who can be emailed, your posts, your website and what competitor tracking has seen. No AI guesses a figure here.

Each card is marked with what kind of finding it is: Collect, Win, Profit, Risk, Store or Marketing. It shows:

• what it is worth, and the few records behind it, so you can check it against your own books;
• what acting on it would be worth under a stated "if" (for example "if half of them pay"). Where your business has a track record of its own, such as how many of your quotes get accepted, that rate is used and named;
• where to go, and a request you can hand to Otto. Otto then prepares drafts for your approval: nothing is sent from this page.

A card only appears when your records support it. Nothing to chase today is a real answer.

Set a target for the month

Type the amount you want to take in this month, and see each day whether you are on pace.