Subrosa Opportunity Management System

A lightweight CRM-style tool to record, qualify, manage, track and review opportunities from first contact through to outcome.

Total Opportunities

Open Opportunities

Total Estimated ACV

£0

Average Qualification

Won

Lost

On Hold

By Stage

No records yet

By Division

No records yet

By Lead Source

No records yet

By Owner

No records yet

Client	Opportunity	Division	Stage	Lead Source	Estimated Annual Value	Score %	Recommended Action	Expected Decision Date

Opportunity

Client / Prospect

Opportunity Name

Opportunity Owner

Assessment Date

Expected Decision Date

Opportunity Stage

Lead Source

Subrosa Division

Opportunity Type

Estimated Annual Contract Value

Estimated Gross Margin %

Strategic Importance

Opportunity Investment LevelProceed if score supports it.

General Notes

Critical Success Factors

Weighted Scoring Matrix

Category	Score / 10	Weight	Weighted

Client Commitment Level Guide

Activity Timeline

Date

Activity Type

Owner

Follow-up Date

Summary

Next Action

Documents & Milestones

Milestone Checklist

Document Tracker

Document Name

Document Type

Date Sent / Received

Owner

Notes

Outcome & Lessons Learned

Outcome

Outcome Date

Final Annual Contract Value

Final Gross Margin %

Reason Lost

Winning Competitor

Mobilisation Notes

Lessons Learned

What Worked Well

What We Would Improve Next Time

Future Follow-up Date