The probability indicates the likelihood of a deal being successfully concluded by its expected close date. Onpipeline can automatically computes the deal’s value using the assigned probability, simplifying the process of forecasting.

To modify the probability for your deals, navigate to the pipeline view and click on the probability, or directly access the deal page next to the value and expected closing date.

An alternative method to assign the probability is by configuring an automation that adjusts the probability according to the pipeline stage the deal advances to.

Sales forecast

In the sales forecast (in the reports section of your account), you have the option to view both the total value displayed in your stage and a weighted value based on probability.

Weighted values

For instance, a deal with a value of $1,000, and a probability of 70%, will be calculated as a deal worth $700.

Formula: [Deal value] x [Probability / 100] = Weighted value

Additionally, in the sales forecast, you can choose to display only the deals with a probability greater than or equal to x%.