Automate Probability

General FAQs
1

I would like the “Close Probability” of a deal to change to a set percentage when the stage changes.

I have set up 3 stages which are:

New (this is the default and represents a project that we are aware of but have not quoted
Quote 30% representing a project we have quoted that has a low probability of a win
Quote 70% representing a project we have quoted that has a higher probability of a win

Our needs are not really more specific than that, so when a stage changes, I want the close probability to reflect the same in the stage.

Why not just make changes to the close probability?

  1. I like the fixed percentages and do not need more granularity. If probability column can be a drop down that would be acceptable
  2. I like the stage automation of being able to move a win or loss to a different group automatically. Do not want to manage two columns to reflect the same info.
  3. I like the pretty colors easily identifying what kind of projects are out there.

Any ideas on how to achieve this? Thanks!

2

Hi @dstarr - this is easily enough achievable with setting a default value and two automations. Since New is default (and I assume is 0%) you can set a default value that a 0 is set when a new deal is added.

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Then add two automations to set the Close Probability based on change of stage:

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Then you can format the Close Probability column to show a “%” and your off to the races. This could also be easily accomplished in a formula column however this way if you wanted to drive further automations on the probability you can.

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You can also use conditional coloring to set the probability to different colors based on thier value if needed.

Hope this helps!
Mark

3

Thank you this is just what I need, but I cannot for the life of me find that automation. Can you point me to it?

4

Actually never mind, I finally got it! Thanks!

1 Like
5

Great! I should have mentioned they were custom automations :slight_smile: