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Deals

Deal Pipelines configures stage probabilities for weighted pipeline forecasting. The pipeline picker selects the pipeline (Opportunity Pipeline shown); each row is a stage with its group, status, and probability percent. The stages shown are Prospecting (10, Active, Open), Solution Design (40, Active, Open), Proposal Sent (50, Active, Open), Renewal (50, Active, Open), Decision Maker Bought-In (70, Active, Open), WON - Project Set Up (100, Won, Closed), and WON (100, Won, Closed).

Probabilities weight the forecast: open stages carry partial credit, closed Won stages carry full credit. Change a probability when the team agrees the stage means something different, not per-deal.

  • The picker selects which pipeline the table edits; stages, groups, and statuses belong to that pipeline.
  • Open stages carry partial probabilities; Won/Closed stages carry 100.
  • Deal Pipelines configures forecasting math, not the deals themselves.
Settings Deal Pipelines for the Opportunity Pipeline with Prospecting, Solution Design, Proposal Sent, Renewal, Decision Maker Bought-In, and Won stages with probabilities

What next

Section titled “What next”