@lisat2m I've consulted with my team and it does seem as though this deal meets all of the conditions to appear in the forecasting widget, so we're not quite sure what is going on here. I am going to reach out to our Product team to get more insight into this situation; I will reach back out as soon as I hear from them.
Hi @lisat2m, thank you for your patience. I now have a resolution for you regarding this issue.
As it turns out, though our documentation specified that the weighted total of the deal stage needed to be above 3% in order for it to appear in the Forecasting widget, this measure actually applied to the old version of the Sales dashboard.
Last month, we completely overhauled the CRM's design, and in this effort, the CRM dashboard was actually altered as well - it was replaced with widgets that are a part of HubSpot's Reporting Add-On. In the "old" CRM dashboard, the measure for the Deal Stage weighted total was 3%. However, in the "new" Forecasting widget, the weighted total of a deal must be greater than 5% of the total (unweighted) forecast amount (if there is no quota set/it is inferior to that amount).
Our documentation had not been updated to reflect this change, but it has now been changed. Because the weighted total of your deal stage in this case represents less than 5% of the total forecasted value, it is therefore expected that it would not appear.
Let me know if you have any questionson the above, and I apologize for the confusion!
Ross Group is the deal under the Cloud Services pipeline - I can't figure it out...also, appears I can't set different quota for each pipeline; true? The probability value of the deal is rolling up to the total forecasted deal value and the probability value is more than 3% of that total.