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 in to your company, and allow you to budget effectively.
By default, probability per stage is set to 100%. This allows you to always see the exactly value programmed in each deal, and allows for the summary to provide the full total value of the deals in each stage.
If you would like to set the probability for the stages in your pipeline...
- Go to Settings > Customize > Pipelines in your Pipedrive account.
- Click on the name of a stage in your pipeline to bring up the Edit stage prompt.
- In the 'Deal probability' section, provide a number between 0 and 100.
- Click Save.
Once programmed for each of the stages, the probability percentage will be noted under the name of each stage in your pipeline.
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.
How does stage probability appear in Pipedrive?
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: