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Opportunity Intelligence (OppIntelligence) Dashboard

The ERI home screen and primary customer-facing surface. Displays a side-by-side view of standard CRM pipeline scores versus signal-adjusted scores — surfacing the deals that are better or worse than they appear in the CRM.

Identified by Ron Davis (VP Sales, HPE) as the "money shot" of the ERI product during a live demo.

Core View

Column Description
Deal / Opportunity Account name + deal metadata
CRM Score Standard pipeline score from Salesforce
Signal-Adjusted Score ERI-computed score based on ecosystem signals
Delta Difference — positive = healthier than it looks, negative = riskier
Top Signals Contributing signals driving the adjustment
Recommended Action Next best action based on signal pattern

"Revenue Governance" Positioning

Ron Davis independently coined the term "Revenue Governance" to describe what OppIntelligence does — bridging RevOps process with real-time signal adjustment. This has been validated as market-resonant language and is now integrated into the product positioning and email sequences.

Current State (2026-04-23)

  • Active redesign in Mission M-2026-0421-ecosystem-revenue-intelligence-ui-improvements
  • Transitioning from standalone view to ERI home screen
  • Module navigation improvements in progress
  • Workstream B (CMO): module naming research — "Eco" prefix validation, alternatives for "Flight Path," "EcoTask," "Compare"

Module Naming Research (in progress)

CMO owns external validation of terminology with 5–10 external contacts. Open-ended interviews, not leading questions. Results feed module naming decision.