Win Probability: Predicting which deals are most likely to win Follow

Win Probability is a simple percentage field on each deal that signifies how likely that deal is to be won. This allows you and your sales team to prioritize deals so you can focus your time and efforts on those that matter most to your business.

Note: Deals with a "Won" or "Lost" status will not have a Win Probability calculation in the "Win Probability" field.

Setting Stage Level Win Probability

• Navigate to the Profile Icon on the top right corner
• Click on Setup

• Head over to Customizations
• Click on Deal Pipeline
• Hover over the Stages to edit and manage the win probability

• Hover over the Stages to edit and manage the win probability

Setting up a Deal Level win Probability

• Navigate to the Profile Icon on the top right corner
• Click on Setup
• Head over to Customizations
• Click on Deal Pipeline
• Click on Edit Icon against a Pipeline

• Select the check mark - "Allow users to set the probability for each deal manually"
• This option lets users set and manage Deal Win Probability on an individual level in the respective pipeline overwriting the existing default stage level Win Probability.

• Upon enabling this option, the user can now set his custom win probability while creating a deal within the pipeline for which it has been enabled.

Acceptance Criteria:

• You get an option with each deal pipeline to: "Allow users to set the probability for each deal manually"
• It will be disabled by default, but the only user with "Administrator" profile can enable it.

Disabled

• If this option is disabled then
  • While creating a Deal, users will get the read-only field for Win Probability Field
    
    
    
    
  • Each deal's probability will be auto updated based on the stage they are moved.
  • Deal probability will appear as a read-only field with tooltip: "Probability is auto decided based on deal's current stage".
  • Users can import deal win probability field, and all provided values will be neglected and actual values will be taken directly for its stage. 
  • Deal Win Probability is now shown in the header near the deal value and it can't be edited with a tooltip: "Probability is auto decided based on deal's current stage".

Enabled

• If this option is enabled then
  • The user can provide deal probability while creating or updating deal.
  • This field will be enabled and if the user doesn't fill its value then it will fetch the value from its current stage it is created.
    
    
  • If the deal is moved from one stage to another then value gets auto updated.
  • If the user provides custom deal probability once at the time of creating a deal or by editing it, then that value will be retained and will not change when the deal is moved from one stage to another. 
  • All provided values via excel or CSV will be imported inside the system. 
  • If the column is blank then it will fetch the value from the stage and assign it. 
  • Salesmate will show deal probability in the header near the deal value and a user can quickly change it if he has edit rights.
  • Each deal card will show deal probability near the deal value

Note:

• Deals with a "Won" or "Lost" status will not have a Win Probability calculation in the "Win Probability" field.
• Deals marked as "Won" or "Lost" will no longer impact Win Probability calculations for that pipeline
• Deals that are marked as "Won" or "Lost" and then re-opened will attain previously provided Win Probability calculations for that pipeline.
• You can move a deal to any pipeline you like, and it may display a Win Probability value based on the new pipeline's criteria.
• Each pipeline in your account will have its own Win Probability configuration settings. By default, these settings will be turned on for Pipeline Stage level. You can make any minor adjustments to these settings as you see fit. However, it's important to note that any changes you make to these settings will impact Win Probability calculations.