Opportunities are the problems, improvement areas, or leverage points your team may want to act on. They sit between learning and delivery:Documentation Index
Fetch the complete documentation index at: https://docs.usecustory.com/llms.txt
Use this file to discover all available pages before exploring further.
- More actionable than an insight
- More problem-focused than a solution
What an opportunity is
An opportunity answers:- What is worth improving here?
- What customer problem should we solve?
- Where is there leverage if we act?
Opportunity fields
Opportunities support:- Description
- Status
- Owner
- Impact
- Effort
- Priority
- Confidence
Impact
Impact uses a 1 to 5 scale. Use it to estimate the upside if the opportunity is addressed well.Effort
Effort uses a 1 to 5 scale. Use it to estimate how hard it may be to address, considering product, engineering, design, support, or operational change.Priority
Priority is the team’s current ranking:- High
- Medium
- Low
Confidence
Use confidence when the problem framing is still uncertain, even if the customer signal feels real.Opportunity statuses
Opportunities use these statuses:- New
- Framed
- Prioritized
- Parked
- Closed
New: captured, but still roughFramed: clear enough to discuss or comparePrioritized: actively selected for attentionParked: intentionally not active right nowClosed: resolved, no longer relevant, or intentionally retired
How opportunities should connect
Opportunities can link: This makes them the central bridge between customer learning and action.Good opportunity examples
Reduce confusion before first integrationShorten the time between signup and first teammate inviteClarify billing recovery after failed payment
Build setup wizardAdd buttonRewrite docs
How to leverage opportunities inside Custory
Prioritize with context, not ticket volume
Impact, effort, confidence, and linked insights help teams compare opportunities with more discipline.Assign owners only when follow-through matters
For lean teams, owner fields work best when they represent real responsibility, not generic visibility.Link multiple solutions to one opportunity when needed
One problem can have several responses:- A product change
- A docs change
- A service workaround
- A short-term experiment
Common mistakes
Turning every idea into an opportunity
If the item already assumes the answer, write it as a solution instead.Using opportunity titles that are too broad
Improve onboarding is usually too large. Frame the actual leverage point.