How can I set stage probability?
Probability in Pipedrive is the likelihood that a deal will be successfully closed and that the deal's value will be added to your company's income.
By programming probability for each stage in your pipeline, you can work with an understanding of how much income may be likely coming into your company and allow yourself to budget effectively.
By default, the probability per stage is set to 100%. This allows you to always see the exact value programmed in each deal and allows for the summary to provide the full total value of the deals in each stage.
- Go to the pipeline view and click on the pencil icon or select “Edit pipeline” from the pipeline dropdown.
- In the probability section of the stage, provide a number between 0 and 100.
- Click “Save”.
Note: As a deal progresses through the stages of your pipeline, the expectation is that it becomes more likely that the deal will be marked as won. When programming the probability values for your stages, we suggest increasing the percentage in each progressive stage to reflect this.
When those 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. As this information is important for understanding the percentage summary in your pipeline, we display this in several ways.
- In the pipeline view of your deals tab:
- In the forecast view of your deals tab: