Sometime a deal isn't lost, but saying it has a 10% win percentage chance is an overstatement. We have many deals in a long-term follow up stage that should be 0% chance of closing, realistically, to prevent them from clogging up our reporting.
Possibile solutions:
- Add 0% as an option to the dropdown used to assign win probability to a deal stage
- Allow custom numbers to be entered instead of the fixed 10%, 20%, etc. tiers
Yes since upgraded we have 4 general pipelines with unique stages for each pipeline Some pipelines have more stages than other since they are run on up sales/or agency approach sales that require more than one buying party. So we are very much in need of for example having a 2% probablity ratio in our generic First Contact Established stage. Interest shown is probably 7% considering how many deals get closed from this stage So I wouldn't say it is until a Qualified Interest from the end consumer that probabiltiy is offer 10 (around 15-20 depending on what funnel we are in).
Im even fine with not having 0% as I can undertstand the binary logic for that if something is 0 it is absolute no chance of closing but the reason we are using percentages and not fractions or any other metrics. Is so that we can make use of the nuances that a 100 number scale provides. So smallest choice should at least be 1.
Currently you have to choose a percentage that's a multiple of 10% for close probability for deal stages (e.g. 10%, 20%, 30%...etc)
Giving the option to set at multiples of 5% would be a huge help (e.g. %5, 10%, 15%...etc) - I want to use HubSpot more and more for reporting and dashboards but this makes it more of a challenge to forecast accurately.
We need the ability to customize probabilities as well! We sync Hubspot with Netsuite CRM and are unable to accurately use Hubspot deals because the probabilites don't match exactly.
This would be great. Just migrating over from Copper where we had the first pipeline stage set at 0% to hold an opportunity when and SDR set an appointment for an account manager. After the account manager had the discovery call, then it would move to 10%.
Offering only intervals of 10% makes our pipeline really inaccurate. The first stage of our sales funnel is closer to 3-5%, and the second to last stage is almost 98% certain. We use HubSpot not only for internal sales tracking, but also to generate reports that are shared with our Board of Directors and our shareholders. It's quite frustrating to not be able to generate actual, relevant data reports for those forecasts.
Thank you for your continued feedback. I'm excited to let you know that, as of a few minutes ago, custom win amounts are now supported in the HubSpot CRM. To build a custom amount, visit pipeline settings and then the win probability dropdown, type in a custom amount. Then, enter a custom win probability for a given stage - that’s all!
All of us on the HubSpot Product Team are excited to see how you use this new functionality to help grow your business!
Hello, I notice that this says it was delivered, but the request was 0% and that is still not an option. The custom options have to be a 1 or greater than 0% option. This really needs to have a 0% as an option in our case where we do not want to report on deals that are "not right now but soon" but do not want to move them fully out of pipeline
