---
title: "Opportunity Data Harmonisation"
section: "Agent store — Sales — Pipeline Management"
canonical_url: "https://leverge.ai/agents/sales/pipeline-management/opportunity-data-foundation"
category: "Sales"
process: "Pipeline Management"
trigger: "Run on demand"
publisher: "Ailoitte Technologies Private Limited"
---

# 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.

## At a glance

- Business function: Sales
- Process: Pipeline Management
- Runs: run on demand
- Run cost: 6 credits
- Uses a knowledge base: no

## What it needs

- **Opportunity records** (file upload) — Records from one or more systems, inconsistencies included.
- **Target model** (form)

## How it works

1. Reading the records
2. Harmonising the records
3. Writing the harmonisation note

## What it returns

- **Is the set comparable?** (validation result)
- **Harmonisation note** (written summary)
- **As found → harmonised** (mapping table)
- **Could not be mapped** (flagged exceptions)

---

Source: https://leverge.ai/agents/sales/pipeline-management/opportunity-data-foundation — Leverge