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.
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.
Would also be nice to override win probability. Sometimes I have deals in a stage that is associated with a 10% close rate but I already know the deal is very likely to close. I'm considering creating a custom "Win Probablity" field and reporting off of that.
Just had the exec team request the same functionality. I'm assuming I can do a workflow or property calculation hack but surely this isn't a rocket science feature.
This has been a request for over 2 years and a simple one at that... c'mon HubSpot!!
>>> Would also be nice to override win probability. Sometimes I have deals in a stage that is associated with a 10% close rate but I already know the deal is very likely to close. I'm considering creating a custom "Win Probablity" field and reporting off of that.
Absolutely! The forecasting should be able to reflect what the sales team understands regarding the *real* probabilities.
What is everyone's solution to this forecasting problem?
For my, adding a box calculating the win probability in the pipeline under the total amount (image 2), with the win probability from the deal stage (image 1) will be an great addition for us.
@dharmesh - closing in on 2+ years of this thread being open without any engagement from the HS team; any idea if this is something that's being remotely considered?
FYI, I found a workaround for the probabilities not showing in the reporting, not being exported and not able to be used in calculations. I created a deal property called Close Probability (%) and used a workflow to set the probability equal to whatever the percentages you set in the Deal Stage.
This is useful so that the Close Probability (%) can be displayed in reporting, exported to spreadsheets and used in equations to get weighted averages.
Make sure you turn on the Re-enrollment and check the Deal Stage box. To set probabilities for multiple Deal Stages, use the if/then function. An example is shown below:
Agree. I don't understand why this information can't be exported out. It is virtually useless to be able to see this info in a chart but not export so that we can have a more detailed analysis per deal. This should definitely be a MUST feature!
Wow, has a long time Salesforce /pipedrive user, and the fact you already have the win % at the deal level I can not Belive this is not possible and built-in.
After almost a year of frustration about this, I actually came up with a work-around to get this displayed and work with that:
1. Make sure your pipeline has probability percentages set;
2. Add a custom property to your deals, call it "Probability" or so;
3. Set up a workflow in which you define to set the probability property to the decimal number (0.2, 0.3,...) you require.
- in my case "appointment set" has a 20% probability rate and when I drag the deal onto this stage, it automatically sets the probability percentages to 0,2 (so: no %).
4. Create another property, called "Weighted Deal Value". This should be a calculated property: Take the "deal value" and multiply this with the newly created "probability percentage" property. That's your weighted deal value.
5. In your reports, use this calculated weighted deal value to get a probability percentage on deal level.
Yup, this seems like something that should have been included out of the box. It would be nice to work with this as a stand alone property in order to use it in workflows, too.
I definitely need this, and the forecast amount too. I need to be able to export this data across all my deals to a spreadsheet for financial planning (one deal per row).
