What are your guidelines for modifying Probability % and Expected Close Date in Deals? Do your team

Ryan Gerardi
Ryan Gerardi Posts: 8
edited July 24 in Sales CRM #1
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?

Answers

  • Fabrizio Nicolosi_33821
    edited April 2021 #2
    Hi 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:
    Request 0%
    Sent quotation 30%
    Integration 60%
    Final Negotiation 90%

    Have a nice day!
  • Ivan Dovica
    Ivan Dovica Posts: 1
    edited February 1 #3
    Hi, just use your historical conversion rates for each stage.