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

# Opportunity Profile Consolidation

Build one audit-ready profile of an opportunity from the records scattered across systems, with every fact traced to where it came from.

## At a glance

- Business function: Sales
- Process: Pipeline Management
- Runs: run on demand
- Run cost: 7 credits
- Uses a knowledge base: no

## What it needs

- **Records from each system** (files) — One file per source — CRM, quote system, email summary, meeting notes.

## How it works

1. Reading source {{loop.index}} of {{loop.total}}
2. Consolidating the profile
3. Writing the provenance note

## What it returns

- **The opportunity** (metadata grid)
- **Provenance note** (written summary)
- **Fact by fact, with source** (table of results)
- **Sources disagree** (flagged exceptions)

---

Source: https://leverge.ai/agents/sales/pipeline-management/opportunity-profile-consolidation — Leverge