How to Set Stage‑Based Probability & Forecast Weighting

Overview
Assign a probability percentage to each stage so your revenue forecasts automatically calculate weighted deal values.

Steps

1. In Leads → Pipelines & Stages, click Edit on the pipeline you want to adjust.

2. For each stage row, enter a Probability (e.g. 25% for “Contacted,” 75% for “Proposal Sent”).

3. Click Save.

4. Go to Reports → Pipeline Forecast to see your weighted projections based on those probabilities.

Tips

• Calibrate probabilities using historical close rates rather than guesswork.

• Use clear increments (e.g. 10–20%) for stage probabilities.

• Review and adjust quarterly as win/loss data evolves.

Troubleshooting / FAQs

• Forecast still shows 0%: Confirm you’ve set probabilities for all stages, including “Closed Won.”

• Weighted values seem off: Check that each deal’s stage matches one of your defined pipeline stages.

• Cannot edit probabilities: Verify you have “Edit Pipeline” rights and that the pipeline isn’t archived.