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

# Opportunity Summary

Turn a messy opportunity record into a summary a stakeholder can read in a minute — the position, the numbers, and what is asked of them.

## At a glance

- Business function: Sales
- Process: Pipeline Management
- Runs: run on demand
- Run cost: 5 credits
- Uses a knowledge base: no

## What it needs

- **Opportunity record** (file upload) — The CRM export, notes, or whatever holds the deal's history.
- **Summary settings** (form)

## How it works

1. Reading the opportunity record
2. Pulling out the position
3. Writing the summary

## What it returns

- **The numbers** (metadata grid)
- **Summary** (written summary)
- **How it got here** (table of results)
- **What the record does not say** (flagged exceptions)

---

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