Insights → opportunities
Discovery: from insights to opportunities
An insight states what you learned from evidence. An opportunity groups related insights into problem or bet space: what you might address or fund before you pick one solution or open an initiative.
This guide is about opportunities: shared problem and bet space after you already have signals and insights. New to the flow? Start with Evidence → insights or the full walkthrough From customer evidence to initiatives.
Opportunities give teams one place to compare bets, weigh tradeoffs, and decide what becomes an idea or initiative. Keep insights linked so framing stays tied to customer wording.
When to create an opportunity
Use an opportunity when:
- Multiple insights describe the same customer problem, gap, or bet.
- You need a single object for narrative and evidence that is larger than one insight but not yet a committed build.
- You want discussion before the team names a solution.
You can refine taxonomy and themes while opportunities mature; keep insights linked to signals you trust so bet narratives stay auditable.
Shape opportunity space
In the product, edit framing: problem statement, impact, constraints, and links to insights and signals. Use the graphs, trees, or drafts your workspace provides to compare opportunities and see where evidence is thin or strong.
When new signal arrives, add insights to an existing opportunity or split if the learning diverges. Treat the record as current framing, not a locked slide deck.
Opportunity narrative and linked insights keep bet space auditable. Full flow: From customer evidence to initiatives.
Ideas and initiatives
Ideas are possible solutions, usually refined from opportunities and evidence, still before full delivery commitment.
Initiatives are execution: specs, tasks, agents, tracking. When an idea promotes to an initiative, the trail back to signals and insights should stay easy to open so scope debates cite source wording.
Export (for example Jira) sends execution-shaped work to another tool. Zentrik remains where you record why that work exists.
Troubleshooting
These items are about workflow and expectations in the product, not a broken OAuth client. If something contradicts what you see in your workspace, note your workspace name and the screen, then contact us.
Opportunity feels disconnected from evidence
Link insights that quote or summarize the customer, then open the signal behind them. If the insight layer is thin, bring in more evidence via connectors, bulk imports, or paste—see Evidence → insights.