Automatically Update Win Probability By Opportunity Stage

Do you use the same probability of winning for every stage of every opportunity? Are you tired of manually updating the “Probability of Winning” field on your opportunities when the opportunity reaches those stages? Well, with our new “Opportunity Stage Probability” improvement, you can do exactly that. All you have to do is define the “Probability of Winning” field when you’re defining your pipeline stages. Then, when your opportunity reaches each stage, the “Probability of Winning” field is automatically updated to the percentage you’ve set for that stage. (See screenshot below.)

opportunity-stage-probability-outline

With this improvement, you can ensure that consistent probabilities are used across all of your opportunities. As a result, you can have a better view into the expected revenue in your sales pipeline. (Remember, expected revenue is calculated as “Opportunity Value” * “Probability of Winning”.) So, not only will you have a better view into each opportunity, but you will also have a better view into how much value is in your sales pipeline by stage. And, the good news is that this improvement is available on all plans.

You can learn more about it in our help article or you can try it out in a free trial.

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