Deal Stage Probability Forecast

You'll need to have a ChartMogul CRM seat to view this forecast. Learn more.

Deal Stage Probability is an estimate of new MRR by month. It’s based on the value of open opportunities and their win likelihood.

Deal_Stage_Probability.png

Use the forecast to:

  • Estimate future revenue by predicting the MRR your sales team will close in a defined time period.
  • Share a new MRR estimate with internal and external stakeholders.
  • Understand and plan to solve for any gaps between current growth and estimated targets.

TL;DR

Deal Stage Probability Forecast forecasts the amount of new MRR in a given month, calculated as deal value multiplied by win likelihood percentage. It helps sales leaders track the probable amount of MRR that is predicted to close in an upcoming month.

Before you begin

Before viewing this forecast, you’ll need to set up your sales pipelines and create an opportunity.

Reading a Deal Stage Probability forecast

Access the Deal Stage Probability Forecast by navigating to Opportunities > Forecasts > Deal Stage Probability.

This forecast is a current view of estimated new MRR in each month. As opportunities are won, their win likelihood increases, increasing the total MRR value.

Each column is a month. The first month shows the remainder of the current month.

ChartMogul breaks the forecast down by opportunity owner. The total MRR value is the value of an opportunity multiplied by its current win likelihood percentage. The sum of these probabilities is the MRR value for each owner in each month.

Chart Notes

  • Only opportunities with the Value type MRR contribute to this chart. One-time opportunities are excluded.

Configuring your forecast

Use the Month Ending date picker to choose how far into the future you’d like to see.

The month of an opportunity’s Estimated Close is the month it contributes to in the report.

To see MRR gained from won opportunities in the month, select Include won opportunities.

Select a cell to view open opportunities for that month in the Opportunities table.

Export the forecast as CSV by clicking EXPORT (CSV).

Next Steps

 

 

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