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Documentation Index

Fetch the complete documentation index at: https://docs.auditynow.com/llms.txt

Use this file to discover all available pages before exploring further.

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What this is

The opportunity matrix is a two-axis visual grid that plots each identified opportunity against its potential impact and implementation feasibility. The quadrant view (high impact / high feasibility = quick wins; high impact / low feasibility = strategic bets; low impact / high feasibility = fill-ins; low impact / low feasibility = deprioritise) helps consulting teams and their clients have structured prioritisation conversations. The matrix is one of the six deliverables exported from the deliverables hub.

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Before you start

  • Analysis must be complete with confirmed opportunities.
  • Frameworks and ROI calculations should be confirmed, as they inform the placement of opportunities on the matrix axes.

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Procedure

  1. Open your project and click Opportunity Matrix in the lifecycle stepper.
  2. The matrix renders automatically based on analysis findings, framework effort scores, and ROI estimates.
  3. Each opportunity appears as a dot on the grid. Hover over a dot to see the opportunity name, estimated value, and effort level.
  4. Adjust placement manually: Click and drag any dot to reposition it. Manual adjustments are saved and reflected in the final report. The original AI-suggested position is shown as a ghost marker for reference.
  5. Edit opportunity details: Click a dot to open its detail panel. You can update the name, add a description, or change the effort/impact ratings.
  6. Add opportunities: Click + Add opportunity to manually add items that the AI did not surface but that you want to include.
  7. Remove opportunities: Click a dot and select Remove from matrix to exclude it. Removed opportunities remain in the analysis findings but do not appear in deliverables.
  8. Click Confirm matrix when the layout reflects your professional judgement.

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Limits and gating

  • Requires at least one confirmed analysis opportunity.
  • Manual adjustments do not affect the underlying analysis findings, they only affect deliverable presentation.
  • Solo plan: Up to 5 opportunities displayed on the matrix.
  • Team / Enterprise: Up to 20 (Team) or unlimited (Enterprise) opportunities.

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Common issues

Dots are clustered in one quadrant. This often means the analysis input data was sparse or skewed. Add more evidence (documents, interviews) and re-run analysis, then re-confirm the matrix. I moved a dot but the change didn’t save. Click Confirm matrix after making adjustments. Changes are not auto-saved on the matrix view. A key opportunity is missing from the matrix. Check the analysis step, the opportunity may have been dismissed. Restore it from the dismissed items list, then return to the matrix. Added opportunity isn’t appearing in the final report. Manually added opportunities require a brief description before they are included in report generation. Open the opportunity detail and add a description.

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What’s next

Compile the final report that brings all audit outputs together into a single client-facing document.