Sales / Pipeline Management Live
Opportunity Data Harmonisation
Take opportunity records that use different stage names, currencies and date formats, and harmonise them into one comparable set — without hiding what could not be mapped.
- Run on demand
- ~6 credits per run
- v1.0.0
What does Opportunity Data Harmonisation do?
Opportunity Data Harmonisation is a production AI agent in the sales section of the Leverge agent store, built for the pipeline management process. Take opportunity records that use different stage names, currencies and date formats, and harmonise them into one comparable set — without hiding what could not be mapped. It runs on demand, works through 3 steps and returns 4 outputs, including is the set comparable?.
What it needs
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Opportunity records
Records from one or more systems, inconsistencies included.
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Target model
What it does
- Reading the records
- Harmonising the records
- Writing the harmonisation note
What you get back
- Is the set comparable?
- Harmonisation note
- As found → harmonised
- Could not be mapped
After each run it asks: “Are these mappings right?”
When it runs
Run on demand
Oversight
Runs under scoped, least-privilege credentials with every action written to an audit log. Anything that moves money, alters a contract or reaches a customer requires human approval before it executes.
Pipeline Management
Other agents in pipeline management
Pipeline, proposals, renewals and the CRM hygiene underneath them
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Deal Health Monitor
Upload a pipeline export and get a portfolio health score, at-risk deals with root causes, stage-by-stage breakdown, and a rescue plan for everything that is slipping.
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Deal Loss Insights
Upload closed-lost deals with their loss notes and get every loss classified by reason, the patterns across them, and what to change first.
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Deal Readiness Review
Describe a deal heading into negotiation and get an honest readiness check — what is actually established, what is assumed, and the negotiation position the evidence supports.
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Deal Rep Assignment
Assign open deals to the rep best placed to win each one — by sector experience, prior wins, and actual capacity, with the reasoning shown so a manager can override it.
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Next Best Engagement
Tell a rep the single most useful thing to do next on each open deal, from what the record shows — and say plainly where the answer is to wait.
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Opportunity Audit Review
Review a set of opportunities the way an auditor would — whether each stage and forecast figure is supported by what is recorded, not by what the owner believes.
Next Step
Deploy Opportunity Data Harmonisation, or adapt it
It runs as-is against the inputs above. Most deployments diverge — a different source system, a different tolerance, a different approval path. A 30-minute technical call establishes which.