property 'weighted amount' does not adjust to new set percentages per stage

[dahooft1999]

Dear reader,

When we started filling in the CRM, we used the standard percentages for different stages in the pipeline. Consequently, the weighted amount took the amount and percentage to give a number. On the 21st of march we changed the percentages per deal stage. The deals we made after this date provide the correct weighted amount (deal_stage_% x amount). However, deals we made before will not t adjust to the new percentages the deal stage has. Condsequently our forecast is inaccurate. Does anyone know how you can have deals created before

[MiaSrebrnjak]

Hi @dahooft1999,

Thank you for reaching out to the Community!

I wanted to ask a couple of subject matter experts for advice:

Hi @crispyGTM & @HubDoPete, do you have any tips for @dahooft1999? Thank you!

Cheers
Mia, Community Team

[HubDoPete]

Hi!

If existing deals have a deal probably “manually” set on the deal, that will prevent HubSpot from applying the latest % deal probability set on the deal pipeline stage.

See: HubSpot's default deal properties

• Deal probability: the probability that the deal will close. This property is updated automatically by HubSpot when a user moves a deal to a new stage based on the Win probability set for each deal stage in the pipeline settings. If you manually edit a deal’s probability, the property will no longer be updated automatically based on the pipeline’s open stages. Manual updates include updating a value on a record, bulk editing records, and changes made via data sync integrations or API. The deal probability will only be automatically set again if that deal moves to a Closed Won stage (100%) or a Closed Lost stage (0%), which can be set in bulk via a workflow.

best

Pete