Show Win Probability as a Property

[KirstenM]

Win Probability should be available as a property that can be displayed as part of the deal columns - i.e. there should be the ability to see, at an overview level, what the win probabilities are for all current deals.

[KirstenM]

Hi everyone,

I'm excited to let you know that there's now a Deal Property called "Deal Probability" in HubSpot! It behaves much like you'd expect where it displays the probability based on Deal stage in your Deal settings. It can also be edited on a per deal basis by either a user or a workflow. For more information, please check out this Knowledge Doc: https://knowledge.hubspot.com/deals/hubspots-default-deal-properties

If you have any further questions, please send them to lars (at) hubspot (dot) com.

[KirstenM]

Hi all,

Thanks for your feedback here - we're taking a look at this now!

Best,
Lars

[Rozi12]

I agree, it looks like a small issue but it is very critical for company's pipeline

[mitchellkp]

 Yes I expect to see this

[taylorfriss]

I agree with this. Win probabilities could vary greatly for deals in the same stage. Usually the sales rep has a better pulse on the probability than just setting a default. 

[mitchellkp]

@taylorfriss - rep can't even change from the default. It's not shown anywhere and is set by admin. It's used for some dashboard calculations, but otherwise a hidden property.

[Joutsi]

This would be very useful and seems like a simple thing that even Pipedrive has.

[marshah]

Another simple thing that should already be there but isn't.  Adding the win Probability column to the Deals data so this percentage can be viewed next to the deal should be a given. Our VP of Sales is pretty frustrated.

[bertelkirkeby]

We have the same need in our company. Please make this a priority. Thank you.

[joverholt]

Is there an update to when win probability can be sellected as deal property for display in "about this deal" and reporting?

Thank you

[mitchellkp]

share with your local HUGs and marketing folks. need to vote this up

[Sylvestre19]

Thats definitely a must to be able to handle pipeline 

[andrew147]

Agree - needed for analysis and reporting

[joverholt]

as a work arround.  we created a new deal property for win probaility.  Then used an if branch workflow to to assign the associated probality with a deal stage to the new property.  We can then report  off the new deal property.

[Sylvestre19]

That's very interesting. How did you do the Branch Workflow?

[joverholt]

The deal property we created is called “win probability.” This deal property has a field type of number à unformatted number.

We assign probability to each stage. 

The enrollment and re-enrollment trigger for the work flow is “any of the deal stages in the pipe line.”

Then  set the if branches for workflow to something like.

IF deal stage = stage 1 assign the deal property “win probability” value % one.   

If deal stage = stage 2 assign deal property “win probability” value % two.

If deal stage = stage 3 assign deal property “win probability” value % three …

Else set deal property “win probability to “cleared”

[nealtex]

Thanks Joverholt! That worked for me.

Hubspot - you really should add this capability.  It 's pretty basic: just expose the stage probability field to the calculation capability.

SFDC has has this for two decades.

[joverholt]

Nealtex,  excelent the work arround works for you as well.  Definately agree this function should be part of the tool and should not require a workarround.  

[kelseygalarza]

Thanks for the workaround ,but seriously this needs to be native. 

[carl_jacobs]

Any update on this?

[toarns]

It's been two years since this was posted - any update as to when this is implemented. It's such a basic feature and the data is already in HubSpot, it's just not available as a property,.

[juliaholczman]

I have been trying to do this for ages only to be (politely) told that it isn't a property. It would be great if this got more votes and it was added as a possibility!