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.
How Win Probability works, on individual deal levels
Each deal with an "Open" status will display the Win Probability percentage in the
- Deal detail page - The system will show deal probability in the deal card
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 the Modules category
- Click on the Deal Module
- Head to the Pipeline section
- Select the Pipeline to Edit and manage the Win Probability
- Set 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 the Modules category
- Click on the Deal Module
- Head to the Pipeline section
- Select the Pipeline to Edit and manage the Win Probability
- 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.
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 the 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.
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