Pipedrive Probability – (Deal and Stage)

Pipdrive Probability – (Deal & Stage)

In this video I explain how to set probability in Pipedrive both at the deal level as well as at the stage level.
I also show you where you can take a reference point in setting your stage probabilities.

Transcript

In this video i’m going to show you how you can view and change deal probability in Pipedrive.
I had a client message me this week saying they couldn’t see their deal probability in one of their pipelines. Now it wasn’t
immediately obvious what was wrong, but probability can be entered and altered in the overall pipeline as well as the
individual stages themselves and in this video I’ll show you where these settings are hiding.

If you have any questions or think I missed something please let me know in the comments below.

Welcome back to the channel. If you’re new here my name is Chris Wray and I’m a Technology Consultant. I help SME’s get the most
out of technology using business automation and tools like Pipedrive. If this video was helpful please hit the like or subscribe and you’ll find links to everything I talk about in the description.

Here we have our Pipedrive pipeline, and the issue that my client had was that if you go into a deal, normally you see the expected close date here, but next to it you generally will see the probability and in this case it’s missing and what’s interesting is it wasn’t immediately obvious where to go and check this but if you click on the edit there is a button here marked as deal probability. For some reason just on this particular pipeline it was turned off. You can turn it on here and it’s worth noting that there is a little bit of help that says essentially when you enable this you configure it on a deal basis whereas you can also change the probability within each stage of the pipeline itself.
You can choose either an overall deal probability or within individual stages. So let’s save that and we can now see if we go back to our deal
that we now have the option to set up probability and we’ll just call this 80 percent. We can see that we have a probability set and this was the root of the issue.

The question then came up, in terms of what should I set my probability at if i’m looking at stage based probability ? One way to get some
estimation of this (and once you have your pipeline set up and running for a while) is you can start to look at your insights and then look at your deal conversion and see the individual conversion rates as you go from stage to stage within your pipeline. You know your business better than anyone, but you can start to set an estimated conversion rate.

What’s also interesting, is that if we go back to deals we can see here that our probability is now set based on the probability of these deals so we get this range, maximum if we win everything to the balanced probability where we have the little scales here.

I was quite surprised when you look at the forecast and this doesn’t take probability into consideration. it just takes the deal value. Just be aware of that.

That’s where the probability is hidden, that’s how to set it up and some estimations on how to set the probability percentage as you build
your business and go through the individual stages.

Pipedrive CRM Probability – (Deal & Stage)

Take a look at my Asana Consulting page.  For more about Pipedrive see here.

You May Also Like…

Asana – How to make a subtask a task

Asana – How to make a subtask a task

Asana - how to make a subtask a task In this video I’m going to show you how to turn a task into a subtask and vice-versa in Asana. Sometimes you need to re-arrange your projects, and as a part of that you may need to move tasks and subtasks. This is easy when you...

How to delete a workspace in Asana

How to delete a workspace in Asana

How to delete a workspace in Asana. In this video I’m going to show you how to delete a workspace in Asana. You would think that this doesn’t warrant a video explanation, but there’s no delete workspace option in the menu and so you have to go through a short process...

The Biggest Mistakes in Asana, and how to avoid them

The Biggest Mistakes in Asana, and how to avoid them

The Biggest Mistakes in Asana, and how to avoid them. As part of my consulting business, I help SME’s implement Asana, the collaborative Project Management platform. In this video I’m going to talk about some of the more common mistakes I see when working with...

Contact

Phone

+855 963 271 408 / +44 203 290 7071

Email

chris@cjwray.com

Offices

London, Prague, Phnom Penh