How can I set stage probability?
Programming probability for each stage in your pipeline gives you an understanding of your company’s income so you can budget effectively.
By default, the probability per stage is set to 100%, so you can always see the exact value programmed in each deal. This also allows the summary to provide the total deal value for each stage.
Go to the pipeline view and click on the pencil icon next to the pipeline dropdown, or hover your cursor over a pipeline and click the pencil icon there.
In the probability section of the stage, provide a number between 0 and 100, then click “Save changes.”
When probability percentages are programmed, the summary of the deals in specific stages is displayed as a percentage of the total value of the deals in that stage. You can see this:
- In the forecast view of your deals tab:
- In the pipeline view of your deals tab: