Sales Integrations

dahooft1999
Mitglied

property 'weighted amount' does not adjust to new set percentages per stage

lösung

Dear reader, 

 

When we started filling in the CRM, we used the standard percentages for different stages in the pipeline. Consequently, the weighted amount took the amount and percentage to give a number. On the 21st of march we changed the percentages per deal stage. The deals we made after this date provide the correct weighted amount (deal_stage_% x amount). However, deals we made before will not t adjust to the new percentages the deal stage has. Condsequently our forecast is inaccurate. Does anyone know how you can have deals created before

0 Upvotes
1 Akzeptierte Lösung
HubDoPete
Lösung
Ratgeber/-in | Gold Partner
Ratgeber/-in | Gold Partner

property 'weighted amount' does not adjust to new set percentages per stage

lösung

Hi!

 

If existing deals have a deal probably "manually" set on the deal, that will prevent HubSpot from applying the latest % deal probability set on the deal pipeline stage.

See: https://knowledge.hubspot.com/crm-deals/hubspots-default-deal-properties

 

best

Pete

 

 

Lösung in ursprünglichem Beitrag anzeigen

2 Antworten
HubDoPete
Lösung
Ratgeber/-in | Gold Partner
Ratgeber/-in | Gold Partner

property 'weighted amount' does not adjust to new set percentages per stage

lösung

Hi!

 

If existing deals have a deal probably "manually" set on the deal, that will prevent HubSpot from applying the latest % deal probability set on the deal pipeline stage.

See: https://knowledge.hubspot.com/crm-deals/hubspots-default-deal-properties

 

best

Pete

 

 

MiaSrebrnjak
Community-Manager/-in
Community-Manager/-in

property 'weighted amount' does not adjust to new set percentages per stage

lösung

Hi @dahooft1999

 

Thank you for reaching out to the Community! 

 

I wanted to ask a couple of subject matter experts for advice: 

Hi @christopher-RVO & @HubDoPete, do you have any tips for @dahooft1999? Thank you!

 

 

Cheers
Mia, Community Team   




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0 Upvotes