Probability in Pipedrive refers to the likelihood of winning a deal and adding its value to your company’s income. Customising the probability of any deal helps you understand the potential revenue your company is likely to generate.
Enabling the Deal Probability Option
This action is only available to deals admin users or regular users with assigned permissions.
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Access Pipeline View:
- Click the “Edit” button with the pencil icon on the pipeline view.
- Click the “Edit” button with the pencil icon on the pipeline view.
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Enable Deal Probability:
- Toggle the option to enable deal probability and click “Save changes”.
Setting Deal Probability
Deal probability will overwrite the stage probability for whichever stage the deal is in.
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Detail View of a Deal:
- Go to the detail view of a deal.
- Select “Set deal probability” from the Summary section of your left sidebar.
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Enter Probability:
- Add an integer between 0 and 100. If the probability exceeds 100, you will see an error prompt.
Deal probability can also be added or edited through the import process by mapping the Deal – Probability field to the appropriate column in your imported spreadsheet. Learn more about importing spreadsheets in this article.
Viewing Deal Probability in Pipedrive
When the probability is set, it can be viewed in several locations:
- Detail View: The percentage and deal value will appear in the detail view of the deal.
- Pipeline View: The pipeline view of your deals tab will display the probability along with the total and weighted values for the deal.
- List View: The list view of your deals tab will also show the probability.
By setting and viewing deal probabilities, you can better forecast potential revenue and prioritise deals that are more likely to close.
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