Set deal stage to 0% deal probability without deal being in "Lost" stage

HubSpot Ideas
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1

Posting on behalf of a customer.

This is related to another idea thread which made it possible to set custom deal probability percentages.

Currently, when a deal is set to 0% probability, this causes the deal to be considered as a closed lost deal. Use case: be able to store deal information on HubSpot to keep track of them, and set a deal as 0% probability so that the deal does not count towards the forecast amounts.

  • Issue: As the deal is considered closed lost, the close date gets automatically updated by HubSpot as per here, which affects the reporting. there is also no way to prevent this default behaviour from happening.
  • Possible workaround: use workflows to “reset” the close date back to the original value
2

Replying to give this a bump! It’s quite a frustrating piece of functionality and I’ve battled with it a few times

3

And giving some love to that idea, 0% doesn’t mean it’s lost :slightly_smiling_face:

4

same isssue with 100% - it shows Won - but we want the 100% to show

5

It’s pretty frustrating since our sales team are looking for a sandbox environment within the pipeline with 0% stage. According to reps, it’s something default/support in Salesforce

6

Upvoting :slightly_smiling_face:

7

Agree! +1

8

+1 on this one. We have a Sales stage where SDRs add deals, which should not count as pipline until handed over to an AE. Now this stage “screwes up” the weighted pipeline as the lowest % we can set is 1% - even if we’d like it to be =%

9

+1

10

I had set our new deals to 0%, because we have no idea what their probability is yet until they talk to sales, and I was trying to figure out why things were broken.

11

Giving this a bump.
Net new opportunities are set to 0% until they are validated by a rep. We also have workflows that look for number of open deals … but new deals aren’t being counted as open because they are set to 0%.

Are there any plans for adjusting this?

12

Bumping this up. This really doesn’t make sense why we cannot have 0% for the outreach phase. Please help. Thank you!

13

+1 Please allow Deal Stages to be assigned a 0% weight without designating it as Lost and automatically applying a Closed Date.

14

Replying to bump this again - would be ideal! Need a way to have “pre-pipeline” stage that doesn’t count in win rates when “closed lost” or have some Neutral Closed stage that doesn’t count as a win or loss.

15

+1 Please allow Deal Stages to be assigned a 0% weight without designating it as Lost.

16

I have several clients who want to do this. It is stupid to have a 1% pipeline entry point.

17

Hi everyone,

I’m Zita, the Product Manager for pipelines.

Thank you for taking the time to share this idea — we genuinely read and consider everything submitted here.

After review, we don’t have plans to build this right now. We’ve looked into this, and the level of effort required to build it well isn’t justified by the number of customers who’d benefit — at least not yet. That calculus can change as HubSpot grows.

That said, we revisit our roadmap regularly, and customer ideas like this one do influence what we prioritize.

Thanks!

18

Hi! We need this as well! Our entry point for deals should be 0% without being “lost” automatically. Thanks!