Automatically calculates opportunity probabilities and weighted amounts based on stage transitions. Streamlines sales forecasting by mapping stages to probabilities and updating metrics in real time.

Features

• Forecast Category Automation Automatically sets the forecast category from the opportunity's current stage using the stage-to-category mapping. Updates are on by default and can be edited based on access levels.
• Probability Automation Fills the probability field from the configured stage-to-probability mapping as deals progress. Users can override the value when needed.
• Calculated Weighted Amount Calculates the weighted amount from the opportunity amount and probability to estimate likely revenue across the pipeline.
• Manual Trigger Lets you set a probability for each stage and calculate the weighted amount from those values.

Installation

1. Install Opportunity Forecaster from the marketplace.
2. Open the installed snap-in.
3. In Discussions, set how each opportunity stage maps to a forecast category and a probability.
4. Set how each forecast category maps to a probability.
5. Choose the amount, probability, and weighted-amount fields the automation should read and update.
6. Turn on forecast category updates, probability updates, and weighted-amount calculation as needed.
7. Run a sync so existing opportunities pick up the new mappings.