> ## 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.

# Opportunity matrix

> Review and refine the visual prioritisation grid of audit opportunities.

## 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](/guide/run-an-audit/deliverables).

## Before you start

* [Analysis](/guide/run-an-audit/analysis) must be complete with confirmed opportunities.
* [Frameworks](/guide/run-an-audit/frameworks) and [ROI calculations](/guide/run-an-audit/roi) should be confirmed, as they inform the placement of opportunities on the matrix axes.

## 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.

## 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.

## 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](/guide/run-an-audit/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.

## What's next

Compile the [final report](/guide/run-an-audit/final-report) that brings all audit outputs together into a single client-facing document.