What are your guidelines for modifying Probability % and Expected Close Date in Deals? Do your team
Ryan Gerardi Posts: 8
What are your guidelines for modifying Probability % and Expected Close Date in Deals? Do your team members modify these values arbitrarily as they see fit or do you have pre-defined rules and guidelines for doing so?
Fabrizio Nicolosi_33821 Posts: 203edited April 2021 #2Hi Ryan, i think is depending of kind of business. You have to set rules about your strategy. For example if you have 4 stages on a pipeline you can use this kind of set:
Sent quotation 30%
Final Negotiation 90%
Have a nice day!0
Ivan Dovica Posts: 1edited February 2022 #3Hi, just use your historical conversion rates for each stage.0