Opportunities
Overview
The Opportunities taxonomy page is where you manage all Opportunity records in Birdie Settings.
Opportunities are one of the core taxonomy types in Birdie. They represent specific insights, issues, or improvement possibilities identified from feedback.
This page centralizes the operational work of managing Opportunities as taxonomy items. Use it to review your catalog, create new Opportunities, and organize them into collections.
If you want the conceptual definition of an Opportunity and how it behaves in analysis pages, see Opportunities (Opps).
Viewing & Searching
The main tab shows the full Opportunity catalog as a list.
Each row includes:
Taxonomy ID, such as
[OP-164]Opportunity name, such as
Late fee charges due to payment errors in app
Use this view to review your Opportunity structure and avoid duplicate entries.
Creating New Data
Click New opp to create a new Opportunity.
When creating a new Opportunity:
Define a clear title.
Apply filters if needed (optional step)
Select related areas
Write a description that will guide calibration step.
Calibrate this Opportunity
Save the record to add it to the catalog.
Use names that describe the customer problem or business opportunity directly.
Collections Tab
The second tab groups Opportunities by Opportunity collection.
This view helps teams keep related Opportunities together and makes the taxonomy easier to navigate.
Use collections when you need to organize Opportunities by:
product area
journey stage
team ownership
strategic theme
For conceptual guidance, see Understanding and Creating Opportunities in Birdie and Collections.
Best Practices
Use one Opportunity per distinct issue.
Avoid combining multiple problems in one name.
Keep naming patterns consistent across teams.
Group Opportunities into collections that reflect how work is prioritized.
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