Sales Hub Tools

Chilvalric
投稿者

Forecast probability always at 1

解決

Good morning,
I have a big problem that is literally taking my sleep away.

 

About an hour after having changed the Forecast probability of my Deals, the value returns to 1 creating confusion in my CRM.

 

How can I solve?

 

Thanks in advance!

 

Best regards

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Phil_Vallender
解決策
最優秀メンバー | Diamond Partner
最優秀メンバー | Diamond Partner

Forecast probability always at 1

解決

Hi @Chilvalric 

 

This shouldn't be happening I don't think. The correct place to set forecast deal probabilities is in the deal stage settings as per this article: Set up and customize your deal pipelines and deal stages 

 

Can you confirm this is what you have done?

Phil Vallender | HubSpot Website Agency

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GSzabolcs
参加者

Forecast probability always at 1

解決

Hi all,

 

For me a same as happen...

 

Which is quite annoying because the values of the forecast reports differ from reality depending on this.

As for the "specialness" of the field, I have a calculated field under the DEAL object, which is also used in this field.

I hope this is helpful

 

the deal history is a following:

HubSpot calculation
Property changed by an update from another property, an associated HubSpot record, or a HubSpot tool like lead scoring.

 

Szabolcs

0 いいね!
Phil_Vallender
解決策
最優秀メンバー | Diamond Partner
最優秀メンバー | Diamond Partner

Forecast probability always at 1

解決

Hi @Chilvalric 

 

This shouldn't be happening I don't think. The correct place to set forecast deal probabilities is in the deal stage settings as per this article: Set up and customize your deal pipelines and deal stages 

 

Can you confirm this is what you have done?

Phil Vallender | HubSpot Website Agency