Opportunity Linkage Analysis

Can BrandSafway answer: "Did we ever quote this SFDC opportunity?"
Today, 62.5% of opportunities have no linked quote. This page auto-matches orphans to SafQuote + CPQ customers.

The Problem: $890M in Blind Spots
62.5%
Orphan Rate
Opps with no quote in any system
~$890M
Untracked Pipeline
No visibility into quote status
3 Systems
No Integration
SFDC, SafQuote, CPQ disconnected
Business Impact: Sales leaders can't answer basic questions:
  • Did we quote this? — Reps don't know if another branch already quoted the customer
  • What was the price? — No historical quote reference for pricing consistency
  • Why did we lose? — Win/loss analysis impossible without quote linkage
  • Is this a re-quote? — Same job gets quoted 3x by different reps at different prices
The Solution: 7-Rule Auto-Matching Engine
Customer Name Matching
Exact match, starts-with, contains, two-word overlap, first-word match. Handles "ACME INC" → "Acme Corporation" variations.
Location-Based Matching
Jobsite name matching + customer + city combination. Catches opportunities where the account name differs but the jobsite is the same.
Cross-System Search: Every orphan opp is matched against both SafQuote customers (25K+) and CPQ accounts (2.3K). A match in either system counts as "linkable."
Match Confidence: Exact (100%) High (90%) Medium (75%) Low (60%) No Match
Analyzing Opportunity Linkage
Scanning 40,000+ opportunities across SFDC, SafQuote & CPQ
Fetching SFDC opportunities...
Loading match candidates...
Recommended Actions
1. Auto-Link High Confidence
Exact + Starts-With matches (90%+ confidence) can be linked automatically by writing SAFQUOTE_NUMBER__C back to SFDC.
2. Review Medium Confidence
Contains + Two-Word matches (75% confidence) should be reviewed by branch managers before linking.
3. Process Change
Require SFDC Opportunity # when creating SafQuote quotes — prevents future orphans at the source.
Linkage Insights
Hi! I can help you understand the opportunity linkage data. Try asking:
• "Which divisions have the most orphans?"
• "What's the total unlinkable value?"
• "Why are so many opps orphaned?"