What are 'Opportunities' in Keka PSA

Efficiently managing opportunities is crucial in project management, and Keka PSA provides a powerful toolset to streamline this process. By effectively tracking potential projects, planning resource allocation, and assessing win probabilities, organizations can enhance decision-making, optimize resource utilization, and be better prepared to take on more complex projects.

Now let's explore the capabilities of the Opportunity feature:

Tracking Potential Projects:

The Opportunity feature revolves around this core concept. An opportunity represents a potential project your organization may undertake for a client. By maintaining a record of these opportunities, you can have a clear overview of upcoming projects that are in discussion and evaluate their feasibility and prepare for the project in advance.

Opportunity Timeline Projections:

Another significant advantage of the Opportunities feature is its ability to assist in resource allocation planning. By assigning tentative start and end dates to each opportunity, you gain visibility into future project timelines. This insight allows you to assess the availability and capacity of your resources, ensuring a well-balanced workload distribution and preventing resource bottlenecks.

Opportunity stages:

Opportunity stages enables you to categorize opportunities depending on how the discussion is progressing. You can select from the list of options to indicate the stage the opportunity is in which gives you a better picture of what projects maybe coming in when. This allows you to plan in advance in terms of tech or resource requirements. 

If you're ready to get started, please read the article on How to Add Opportunities in Keka PSA.