> For the complete documentation index, see [llms.txt](https://docs.daylite.app/help/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.daylite.app/help/mac-fundamentals/opportunities/what-is-an-opportunity.md).
# What is an Opportunity?
An Opportunity in Daylite tracks a potential sale — its status, Value, Probability, and Forecasted Close Date — so you can move deals through a Pipeline, forecast revenue, and see why you win or lose.
An Opportunity in Daylite is a record that tracks a potential revenue-generating event — the steps you take toward winning a new piece of business. Whenever a lead or client expresses interest in a product or service you offer, you create an Opportunity so your team can manage, prioritize, and forecast that potential sale from first contact through to a final outcome.
**Key facts:**
* An Opportunity tracks the process of winning business.
* Every Opportunity has a State — Open, Won, Lost, Abandoned, or Suspended.
* Opportunities support additional fields like Value, Estimate, Probability, to help you track, prioritize and close your deals
* Opportunities can be assigned to a Pipeline
* The Opportunities Board provides a visual, drag-and-drop view of all open Opportunities organized by Pipeline Stage.
## How Opportunities Work in Daylite
An Opportunity holds what you need to judge a deal and move it forward. Four things do most of that work, and none of them appear on any other Daylite record:
**Financial tracking.** Value, Estimate, Probability, and Forecasted Close Date exist only on Opportunities. Together they let you weigh a deal against every other deal in progress and project revenue before it lands.
**States.** An Opportunity is Open, Won, Lost, Abandoned, or Suspended. These describe the outcome of a pursuit, which is a different question from the progress of work.
**State Reasons.** Every State can carry a reason — why you won, why you lost, why a deal stalled. Because States and Reasons are recorded on every closed Opportunity, your finished deals become a record you can look back on, not just a list of results.
**Opportunity Type.** Type records where the business came from, so you can tell which sources are worth pursuing.
## Where Do I View Opportunities?
On Mac, Opportunities are located in the Sidebar. You can view them through three options:
* **Opportunities Board** — a visual, column-based view of open Opportunities organized by Pipeline Stage. See The Opportunities Board for details.
* **My Opportunities** — a list of every Opportunity assigned to you.
* **All Opportunities** — a list of all Opportunities across your team, including Won, Lost, and Suspended records.
On iPhone and iPad, Opportunities are accessible from the Opportunities tab.
## Frequently Asked Questions
**What is the difference between an Opportunity and a Project in Daylite?**
An Opportunity tracks the steps toward winning new business. A Project tracks the steps involved in delivering a product or service. Opportunities include financial fields (Value, Probability, Forecasted Close Date) that Projects do not.
**Is a Project automatically created when an Opportunity is set to Won?**
No. You must convert an Opportunity to a Project manually. Daylite does not create a Project automatically when you change an Opportunity's State to Won.
**Can I have multiple Pipelines for different types of Opportunities in Daylite?**
Yes. You can define multiple Pipelines in **Setting > Pipelines** each with its own set of Stages and associated Tasks. This is useful when different products or services require different sales workflows. See Pipelines for details.
**What fields are unique to Opportunities in Daylite?**
Opportunities include Value, Estimate, Probability, Forecasted Close Date, and Opportunity Type. These fields do not exist on Projects. See Opportunity Fields: Value, Probability, and Dates for details.
**How do I find closed Opportunities in Daylite?**
Opportunities with a State other than Open do not appear on the Opportunities Board. To find Won, Lost, Abandoned, or Suspended Opportunities, navigate to **All Opportunities** in the Sidebar on Mac, or view All Opportunities from the Opportunities tab on iPhone and iPad.
**Can I convert an Opportunity to a Project from iPhone or iPad?**
Yes, Opportunity-to-Project conversion is available on iPhone or iPad.
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