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BANT Categories

BANT Categories are used in Ultro ERP to qualify and segment opportunities according to key qualification dimensions.

BANT (Budget, Authority, Need, Timeline) categories help you qualify and segment opportunities by qualifying criteria.

Common fields

  • Category Name — Eg: Budget, Authority, Need, Timeline.
  • Description — How the category should be used during qualification.

How to use

  • Use BANT categories during qualification to capture quick yes/no or scored answers across the four dimensions.
  • Combine BANT data with probability and next action to prioritize pipeline work.

Tip: Use short consistent labels and embed BANT checks into lead qualification checklists.