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
Weitere Ideen mit folgender Beschriftung anzeigen:
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!
I do think being able to customize the % would improve analytics. Especially specifics.
If someone is still in the prospecting phase of their sales cycle are you creating a deal? It might be easier to have the team only create a deal once they've been recognized as a sales opportunity through a booked meeting or after a discovery call.
Maybe using the Lead Status field to track prospects that are not yet in a deal stage - here's an article that talks about some ideas for managing leads with lead status before they are a sales opportunity worth creating a deal: How can I use the Lead Status property in my sales process?
Similar use case at our company, and I would support both of the possible solutions above being implemented. Within our company, we have defined probably percentages against four different stages of an opportunity, in multiples of 25%. I'd like our internal probability tracking to mirror what we show in our pipeline, but the deal probability percentages currently are only able to be assigned in multiples of 10%. I'm requesting a "custom" percentage probability in general, or more specifically for us, a 25% and 75% probability percentage. Similarly, there is no option to assign an opportunity a 0% probability, but there are certain "leads" we would like to track in our pipeline that we wouldn't want to assign any type of likelihood of closing to yet.
Completely agree. One of the first issues that I had as a CRM user.
Our prospecting process has a <2% chance of closing a deal. We meticulously track our conversion rates and the ability to customize these fields would be VERY valuable for our sales forecasting.
Agree the percentages either need to be customizable to a specific number or at least include more options. In my case I need in the short term 25% and 75% to be added. Thanks!
I do think being able to customize the % would improve analytics. Especially specifics.
If someone is still in the prospecting phase of their sales cycle are you creating a deal? It might be easier to have the team only create a deal once they've been recognized as a sales opportunity through a booked meeting or after a discovery call.
Maybe using the Lead Status field to track prospects that are not yet in a deal stage - here's an article that talks about some ideas for managing leads with lead status before they are a sales opportunity worth creating a deal: How can I use the Lead Status property in my sales process?
I agreee with the comments NINAD and JohnSoza above. We have to be able to adjust pipeline sales stage % to fit our pipeline model. at least in 5% increments, or we end up putting 3 stages at 90%. For example, if we have a signed contract we would call that 95% and only allow 100% when the cusotmer pays their invoice and services commence (and reps then can claim commission).
Absolutely agree on this. Our lead probability of conversion is 5%, and our proposal conversion rate 35% - it's a pain working within the 10,20,40 ranges.
I also need the option to select 0% for example if a project is cancelled so we dont want it to count as a loss but there is no chance of it converting. Likewise if a project is put on hold we would use this option. We also would like a 5% and 25% option too so the option to set our own % would be the best solution to this I feel.
We use multiple pipelines within our company for individual responsibilities within our commercial team. We report on every pipeline and also base projections on it for internal use as well as investors.
Therefor it would be exceedingly more reliable when we can change percentages with single percentages (1%) or even multiples of five (5%, 15%, 25% etc.).
If this isn't possibe we are again working outside of HubSpot, decentralized, which is unfavourable.
Assigning probabilities to a step in any amount between 0% and 100% in increments of 1% or at least 5% is needed to map this tool to the many internal pipeline scoring criteria frameworks that companies have.
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