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How do I set deal probability?

Note: This action is only available to Admin Users.

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 deal in your pipeline, you can customize probability based on your specific insight for each deal, and have the most detailed idea of how much income your company is likely to receive.

To enable probability for the deals in your Pipedrive stages...

  • Go to Settings > Pipelines in your Pipedrive account.
  • Find the Deal probability option, seen under your list of pipelines.
  • Click Yes to enable this feature.

pipeline_stage_deal_prob.png

Once enabled, the deal probability field will appear in the Add deal prompt, allowing you to program it at deal creation.

add_deal.png

Note: Programming probability for a specific deal will overwrite any probability set for the stage that the deal currently resides in. 

How does deal 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 Detail View of a deal that has a specific deal probability: 
    edit_deal_probability_detail_view.png

  • In the Pipeline View of your Deals tab: 
    pipeline_view_deal_prob.png

  • In the List View of your Deals tab:
    list_view.png