Savings opportunity fields

  • Release version: Australia
  • Updated May 13, 2026
  • 2 minutes to read

    • Reference for the fields on the savings opportunity record in the Savings Opportunities (sn_spend_gen_ai_savings_opportunities) table.

    Table 1. Savings opportunity record fields
    Field Description Type
    Header fields
    Number Automatically generated unique identifier for the savings opportunity record, prefixed with OPP. String
    Status Current state of the opportunity. The available values are:
    • Open
    • Dismissed
    • Closed
    		 Choice
    Opportunity Value Total estimated savings calculated by the agent, displayed with the currency code inline. For contract optimization, this is the cumulative savings over the forecast period. For renewal-and-escalation findings, this value combines both savings components. Currency
    Opportunity Type Category of opportunity produced by the source agent: Contract Optimization, Spend Optimization, or Supplier Optimization. Choice
    Short description One-line summary of the opportunity generated by the agent, describing the spend category, the product or service involved, and the estimated savings. Used on opportunity cards in the Source-to-Pay Workspace . String
    Description Rich text field containing the full AI-generated analysis for the opportunity. The content is structured as: Opportunity Summary (narrative overview of the finding), Supplier Breakdown or equivalent spend analysis, Why This Matters (business rationale), and Recommended Actions (suggested next steps) . HTML
    Opportunity Details tab
    Savings Lever Specific lever that produced the savings finding. The available values are:
    • Price Escalations & Renewal Caps
    • Payment Terms Optimization
    • Non-preferred Supplier Spend
    • Unconsolidated Spend (Single Supplier, Multiple BU Contracts)
    • Spend Fragmentation (Multi-Supplier in a Category)
    • Off-Contract Spend
    		 Choice
    Savings Category Classification of the savings type, for example Hard Savings and Cost Avoidance . Used to categorize the financial impact of the opportunity. Choice
    Confidence Score Numeric confidence value assigned by the AI model to indicate how strongly the recommendation is supported by the underlying data. Integer
    Complexity Effort estimate to action the opportunity, calculated based on factors such as the number of suppliers or purchase orders involved, for example Low, Medium, or High. Choice
    Spend Categories One or more spend categories associated with the opportunity. Access control on the table uses this field to scope opportunities to category managers who own the relevant category. Glide list
    Suppliers One or more suppliers associated with the opportunity. For supplier optimization opportunities, this includes all suppliers identified in the fragmented or non-preferred spend pattern. Glide list
    Contracts One or more contracts associated with the opportunity. Populated for contract optimization opportunities where the finding is derived from contract clause analysis. Glide list
    Activity & History tab
    Created Timestamp when the opportunity was generated by the AI agent . Date/Time
    Updated Timestamp of the most recent update to the record, such as when the scheduled run refreshed the savings estimate. Date/Time
    Actioned By User who created a pipeline project from the opportunity. Populated when the opportunity status moves to Actioned. Reference (sys_user)
    Actioned Date Timestamp when the pipeline project was created from the opportunity. Date/Time
    Pipeline Project Reference to the pipeline project created when the opportunity is actioned. Reference
    Dismissed reason One or more reasons selected from the dismissal checklist. Visible and populated when the opportunity status is Dismissed. String
    Dismissed by User who dismissed the opportunity. Visible and populated when the opportunity status is Dismissed. Reference (sys_user)
    Dismissed date Timestamp of the dismissal. Visible and populated when the opportunity status is Dismissed. Date/Time