OPPORTUNITY ANALYSIS
Every opportunity ranked by your logic, with the reasoning attached.
Henswick builds the workflow that pulls your data together, applies the criteria you define, holds back what is incomplete, and shows why each opportunity sits where it does, so your team decides from a ranked view instead of a spreadsheet.
Renewal risk first: renewal timing and open support issues carry the most weight.
Expansion first: account value and engagement carry the most weight.
Illustrative example with fictional accounts. Criteria, weights and gates are set with you. Henswick builds the workflow; your team decides what deserves attention.
THE PROBLEM
The spreadsheet ranks it. Nobody can say why.
Someone pulls figures from several systems, lines them up by hand and sorts. It produces an order, but not the reasons behind it, and the order only holds until the next export.
So the ranking gets argued about instead of used, and the opportunities that matter most are the ones most likely to be buried in a hidden column.
THE LOGIC
Your logic, written down.
The workflow carries the way your business decides what deserves attention: which signals count, how much each one weighs, and which gaps stop an opportunity from being ranked at all.
THREE DECISIONS
One logic, three different decisions.
A ranking is only useful in the shape the decision needs. These examples are illustrative, and each ends in a tool your team already uses.
A ranked queue, with the reasons on every row.
Open deals are scored against your criteria on a schedule. Each row shows what pushed it up and what is missing, and it lands with the deal owner.
A map of where attention should go first.
Accounts are placed by value and by the risk signals your team cares about. The quadrant names and the boundaries are yours, and the map refreshes as the data does.
Gates with evidence, and a person who decides.
Each tender is checked against your own go or no-go gates, with the evidence for each one. Gaps are held for the bid manager. The workflow never decides to bid for you.
THE OUTCOME
The ranking arrives where your team works, and a person decides.
The result is a regular update in the tools your team already uses, with the reasoning attached and the final call left to the owner.
Renewal window open and two support issues still open. Evidence: renewal date in the CRM, support queue this morning.
Every rank has a reason you can read.
Each position comes with its score trace, so nobody has to defend a number they cannot explain.
People stay in charge of the decision.
Owners accept or override, and the reason is recorded next to the original ranking.
The logic changes without rebuilding the sheet.
Change a weight or a gate, and the next run reflects it in the same delivery.
Show us the analysis you rebuild every month.
A simple, fixed ranking may only need a spreadsheet formula. When it draws on several systems and needs rules, gates and a recorded decision, that is where a custom workflow earns its place.