Stage Probability

The Stage Probability field, is a read-only field that comes directly from the CRM system. In most CRM systems (including HubSpot), this probability weighting is set at Pipeline Stage level and cannot be adjusted at a deal/opportunity level.

Forecast Weighting

The Forecast Weighting field is a custom probability weighting field that allows users to apply unique probability weighting to every opportunity in their sales pipeline. Unlike the Stage Probability weighting, it is not tied to particular Pipeline Stages. 

When a new opportunity is first imported into QuarterOne, the Forecast Weighting field is initially set as the same percentage as the Stage Probability. After the initial import, users can update probability weighting to any percentage they wish, by either double clicking on the cell or activating Edit Mode.

How are the fields related?

The Forecast Weighting is automatically updated to the latest Stage Probability on every sync, unless the Forecast Weighting for a particular deal has been manually overridden.
NB once the Forecast Weighting has been manually adjusted, the overridden percentage will persist going forward even if the Stage Probability changes.

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