Customize Revenue Opportunities
Customization Overview
Section titled “Customization Overview”Tailor revenue opportunity detection to your specific services, pricing, and customer base for more accurate and relevant recommendations.
Detection Rules
Section titled “Detection Rules”Adjust Sensitivity
Section titled “Adjust Sensitivity”High Sensitivity:
- Detects more opportunities
- Lower confidence threshold
- More false positives
- Good for aggressive sales
Low Sensitivity:
- Fewer opportunities
- Higher confidence required
- Fewer false positives
- Good for consultative approach
Service Mappings
Section titled “Service Mappings”Map gaps to your specific services:
- Define service offerings
- Set pricing (MRR/ARR)
- Map to compliance controls
- Set recommended customer types
Confidence Scoring
Section titled “Confidence Scoring”Adjust factors that influence confidence:
- Integration data quality
- Customer industry match
- Historical close rates
- Budget indicators
Opportunity Types
Section titled “Opportunity Types”Enable/disable opportunity categories:
- Compliance gap opportunities
- Coverage gap opportunities
- Service upgrade opportunities
- Security risk opportunities