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'''Navigation:''' [[Main_Page]] > [[Deals]] > Win Probability
'''Navigation:''' [[Main_Page]] > [[Deals]] > Win Probability


== Win Probability: Predicting Which Deals Are Most Likely to Win ==
== How do I see the Win Probability value for a deal? ==


In the world of sales, understanding which deals are most likely to be won is crucial for prioritizing efforts and resources. The '''Win Probability''' feature within ActiveCampaign serves as a powerful tool in this regard. By providing a percentage that indicates the likelihood of a deal closing successfully, it helps teams focus on the deals that matter most to their business. With accurate metrics in hand, you can streamline your sales approach, improve productivity, and ultimately increase revenue.
In the context of sales management, understanding the likelihood of closing a deal is crucial. The '''Win Probability''' value in ActiveCampaign provides a percentage that assesses the likelihood of a specific deal being categorized as "Won." This feature is instrumental for sales teams aiming to prioritize their efforts on deals that are most likely to succeed, ultimately optimizing the sales funnel.


== How to Access Win Probability Settings ==
== How to Access the Win Probability Feature ==


To access the '''Win Probability''' settings for your pipelines, follow these steps:
Accessing the '''Win Probability''' value for a deal in ActiveCampaign can be done through two primary methods:


1. Navigate to the left menu and click on '''Deals'''.
1. **Deals Overview Page**: Navigate to the Deals overview page, then select a deal from one of the pipelines.
2. Select '''Deal Settings'''.
2. **Contact's Profile Page**: Go to the contact's profile page, click on the '''Deals''' tab, and then choose the specific deal you want to view.


Once you are on the '''Deal Settings''' page, the '''Win Probability''' box will be displayed toward the bottom. Each tab in this box represents a pipeline within your account, and each has its own configuration settings that influence the calculation of Win Probability values.
== Step-by-Step Instructions ==


== Step-by-Step Instructions for Using Win Probability ==
Once you're in the right section, follow these steps to view the '''Win Probability''' value:


To effectively utilize the '''Win Probability''' feature, follow these detailed steps:
1. **Open the Deal**: Use the methods mentioned above to access your desired deal.
2. **Locate the Deal Info Card**: Upon opening the deal, look for the '''Deal Info''' card. This is where the '''Win Probability''' value is displayed.
3. **Interpret the Value**:
    - If the '''Win Probability''' is between 6% and 94%, the exact percentage will be shown in the '''Deal Info''' box.
    - If the '''Win Probability''' is 5% or less, it will read "Less than 5%".
    - For values that exceed 95%, it will say "Greater than 95%".
    - If the deal does not yet have a calculated probability, it will indicate "Not yet calculated".


1. **Understand Current Setup**: Ensure your current pipelines are set up correctly. Deals marked as '''Won''' or '''Lost''' will not contribute to Win Probability calculations. Each open deal displays the Win Probability percentage in the '''Deal Info''' box.
Example scenarios might display as follows:
- A deal marked with a value of 74% probability.
- A deal that indicates "Less than 5%".
- A deal marked as "Greater than 95%".
- A deal with the message "Not yet calculated" if insufficient data is available.


2. **Calculate Win Probability**:
It is essential to note that if you do not have between 100 to 150 deals accurately marked as Won in a given pipeline, the system will not generate a '''Win Probability''' percentage, and you will see the "Not yet calculated" message instead.
  - The percentage is derived from various factors specific to each pipeline, which can include:
    - Number of tasks created.
    - Whether a deal entered a specific stage in the pipeline.
    - Characteristics such as the contact's email domain.
 
3. **Meet the Data Requirements**: To enable accurate calculations, ensure that:
  - At least '''100-150 deals''' marked as '''Won''' and some as '''Lost''' are available within the pipeline.
  - Closed deals must be correctly labeled to avoid seeing a '''Not yet calculated''' message.
 
4. **Monitor Calculation Updates**: The Win Probability values are updated weekly on Saturdays, and modifications to certain settings may take up to a 30-minute delay to reflect changes.
 
5. **Viewing Win Probability**:
  - For a percentage value between 6% and 94%, the exact value will be displayed.
  - Values of 5% or less will show as '''Less than 5%'''.
  - Values of 95% or more will appear as '''Greater than 95%'''.


== Configuration Options and Settings ==
== Configuration Options and Settings ==


The following configuration options and settings are crucial for effectively managing the '''Win Probability''' feature:
While accessing the '''Win Probability''' feature, a few configuration aspects should be remembered:


* '''Data Start Date''': This refers to when the system starts collecting relevant data for calculating Win Probability. The default date is when the pipeline was created, but you can adjust this by selecting a new date in the calendar. This change will affect future calculations.
- You must have a sufficient number of deals correctly marked as '''Won''' to obtain a reliable '''Win Probability''' calculation.
- The '''Win Probability''' feature is available on the Plus, Professional, or Enterprise plan types as an enhancement to the sales engagement capabilities.


* '''Sales Cycle Length''': This setting represents the longest duration it typically takes to mark deals as either '''Won''' or '''Lost'''. The default setting is 20 days, but you can customize this duration to better fit your sales cycle. Adding a longer sales cycle helps to retain valuable data points.
== Best Practices ==


* '''Win Probability Factors''': A curated list of factors influencing the calculation of Win Probability values. You have more than 100 factors in total, but the most impactful 20 are displayed. These factors can be toggled on or off based on their relevance to your business. Changing these factors may take up to an hour to update calculations.
To maximize the effectiveness of the '''Win Probability''' feature:


* '''Segmenting with Win Probability Values''': You can create segments based on specific Win Probability values or ranges. Utilize the segment builder by navigating to '''Deal Details > Has deal with Win Probability''' and choose from operators like:
- Regularly update the status of your deals, ensuring that they are accurately marked as '''Won''' or '''Lost'''. This will help in generating accurate probability calculations.
  * Is
- Keep the sales pipelines organized and maintain a sufficient volume of deals to allow the system to analyze win patterns effectively.
  * Is not
- Use the insights from the '''Win Probability''' feature to prioritize leads and tailor your engagement strategies. Focus your efforts on deals that show higher probabilities of closure.
  * Greater than
  * Greater than or equal to
  * Less than
  * Less than or equal to


== Best Practices and Tips ==
== Common Use Cases ==


To maximize the effectiveness of the '''Win Probability''' feature, consider the following best practices:
The '''Win Probability''' metric can be effectively used in various scenarios:


* **Accurate Data Entry**: Consistently mark deals as '''Won''' or '''Lost''' to ensure data integrity. This data drives the calculations and influences future deal prioritization.
- **Lead Prioritization**: Sales teams can sort and focus on deals with the highest '''Win Probability''' for the best chances of closing efficiently.
 
- **Performance Analysis**: By tracking changes over time, teams can assess the efficacy of their sales strategies and adjust as needed.
* **Review Pipeline Settings Regularly**: Periodically check the '''Data Start Date''', '''Sales Cycle Length''', and '''Win Probability Factors''' to ensure they remain aligned with your evolving sales strategy.
- **Forecasting Sales**: Managers can use aggregated '''Win Probability''' data to predict revenue outcomes based on current deals within the pipeline.
 
* **Monitor Open Deals**: Pay attention to deals with low Win Probability scores. Regularly evaluate why these deals may be struggling and if any workflow changes can be applied.
 
* **Leverage Segmentation**: Use the segmentation ability to create targeted lists that allow your sales team to focus on high-potential deals.


== Troubleshooting ==
== Troubleshooting ==


In case you encounter issues with the '''Win Probability''' feature, consider the following:
Here are a few potential issues users might encounter regarding the '''Win Probability''' feature:


- If you see a '''Not yet calculated''' message, verify that you have at least 100-150 deals marked as '''Won''' in the relevant pipeline.
- **Missing Probability Values**: If you see "Not yet calculated," ensure that you have enough deals marked as '''Won''' in your pipeline. Verify the deal statuses and that you meet the necessary thresholds for the calculation.
- Ensure closed deals are appropriately classified as '''Won''' or '''Lost'''; any errors in this can mislead your calculations.
- **Display Errors**: If percentages appear to be incorrect or inconsistent, check the integrity of your deal data and confirm that records are up to date.
- If recent changes to the settings do not reflect immediately, recall that there might be a system delay that can last from 30 minutes to an hour.


== Related Features ==
== FAQ ==
 
* For enhanced sales performance, look into the [[Deals]] feature.
* The [[Automation]] feature can also complement your sales strategies by streamlining workflows.


== FAQ ==
=== What is the Win Probability value? ===
The '''Win Probability''' value reflects the likelihood that a deal will be marked as "Won," expressed as a percentage.


=== What is the main function of Win Probability? ===
=== When is the Win Probability displayed? ===
The '''Win Probability''' feature indicates the likelihood of successfully closing deals based on historical data and various factors that correlate to deals marked as '''Won'''.
The '''Win Probability''' appears in the '''Deal Info''' card when viewing a specific deal within ActiveCampaign.


=== How is Win Probability calculated? ===
=== What if I see "Not yet calculated"? ===
It is calculated from factors specific to each pipeline, such as activity levels, deal stages, and client characteristics.  
This message indicates there is insufficient data, such as having too few deals marked as '''Won''' in your pipeline.


=== Why is my Win Probability showing "Not yet calculated"? ===
=== How can I improve my Win Probability accuracy? ===
This primarily occurs if there are insufficient deals marked as '''Won''' or '''Lost''' in your pipeline, typically needing 100-150 sold deals to provide accurate metrics.
By ensuring that you regularly update the status of deals as '''Won''' or '''Lost''' and maintaining a sufficient number of deals in your pipeline.


=== Can I adjust the Sales Cycle Length? ===
=== Is the Win Probability feature available for all plans? ===
Yes, you can customize the duration that fits your sales cycle, but remember this may affect data retention for your Win Probability calculations.
No, this feature is part of the Sales engagement enhanced CRM add-on and is available only on the Plus, Professional, or Enterprise plans.


=== What happens if I reopen a closed deal? ===
=== Can I trust the Win Probability calculations? ===
Reopened deals will maintain a Win Probability score but will not contribute to future calculations for that pipeline. It's generally recommended to create a new deal instead.
Yes, as long as you have a substantial number of accurately marked deals, the calculations should reflect the likelihood of winning the deal.


=== How often are the Win Probability calculations updated? ===
=== Where can I find more information about this feature? ===
The model updates weekly on Saturdays, and changes made to settings might see earlier updates after a brief delay.
For more details, you can refer to the specific documentation on the '''Win Probability''' feature available on ActiveCampaign's help section.


=== How can I create segments based on Win Probability? ===
For additional guidance on related topics, please check out the sections on marking deals as Won or Lost.
You can use segment conditions to locate deals within specific Win Probability ranges through the segment builder.


For additional guidance, consider visiting the ActiveCampaign help center to explore related resources and tutorials.
By understanding and leveraging the '''Win Probability''' feature in ActiveCampaign, sales teams can gain valuable insights that aid in decision-making and strategic planning within the sales process.
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Latest revision as of 14:17, 3 November 2025

``` Navigation: Main_Page > Deals > Win Probability

How do I see the Win Probability value for a deal?[edit | edit source]

In the context of sales management, understanding the likelihood of closing a deal is crucial. The Win Probability value in ActiveCampaign provides a percentage that assesses the likelihood of a specific deal being categorized as "Won." This feature is instrumental for sales teams aiming to prioritize their efforts on deals that are most likely to succeed, ultimately optimizing the sales funnel.

How to Access the Win Probability Feature[edit | edit source]

Accessing the Win Probability value for a deal in ActiveCampaign can be done through two primary methods:

1. **Deals Overview Page**: Navigate to the Deals overview page, then select a deal from one of the pipelines. 2. **Contact's Profile Page**: Go to the contact's profile page, click on the Deals tab, and then choose the specific deal you want to view.

Step-by-Step Instructions[edit | edit source]

Once you're in the right section, follow these steps to view the Win Probability value:

1. **Open the Deal**: Use the methods mentioned above to access your desired deal. 2. **Locate the Deal Info Card**: Upon opening the deal, look for the Deal Info card. This is where the Win Probability value is displayed. 3. **Interpret the Value**: 

   - If the Win Probability is between 6% and 94%, the exact percentage will be shown in the Deal Info box.
   - If the Win Probability is 5% or less, it will read "Less than 5%".
   - For values that exceed 95%, it will say "Greater than 95%".
   - If the deal does not yet have a calculated probability, it will indicate "Not yet calculated".

Example scenarios might display as follows: - A deal marked with a value of 74% probability. - A deal that indicates "Less than 5%". - A deal marked as "Greater than 95%". - A deal with the message "Not yet calculated" if insufficient data is available.

It is essential to note that if you do not have between 100 to 150 deals accurately marked as Won in a given pipeline, the system will not generate a Win Probability percentage, and you will see the "Not yet calculated" message instead.

Configuration Options and Settings[edit | edit source]

While accessing the Win Probability feature, a few configuration aspects should be remembered:

- You must have a sufficient number of deals correctly marked as Won to obtain a reliable Win Probability calculation. - The Win Probability feature is available on the Plus, Professional, or Enterprise plan types as an enhancement to the sales engagement capabilities.

Best Practices[edit | edit source]

To maximize the effectiveness of the Win Probability feature:

- Regularly update the status of your deals, ensuring that they are accurately marked as Won or Lost. This will help in generating accurate probability calculations. - Keep the sales pipelines organized and maintain a sufficient volume of deals to allow the system to analyze win patterns effectively. - Use the insights from the Win Probability feature to prioritize leads and tailor your engagement strategies. Focus your efforts on deals that show higher probabilities of closure.

Common Use Cases[edit | edit source]

The Win Probability metric can be effectively used in various scenarios:

- **Lead Prioritization**: Sales teams can sort and focus on deals with the highest Win Probability for the best chances of closing efficiently. - **Performance Analysis**: By tracking changes over time, teams can assess the efficacy of their sales strategies and adjust as needed. - **Forecasting Sales**: Managers can use aggregated Win Probability data to predict revenue outcomes based on current deals within the pipeline.

Troubleshooting[edit | edit source]

Here are a few potential issues users might encounter regarding the Win Probability feature:

- **Missing Probability Values**: If you see "Not yet calculated," ensure that you have enough deals marked as Won in your pipeline. Verify the deal statuses and that you meet the necessary thresholds for the calculation. - **Display Errors**: If percentages appear to be incorrect or inconsistent, check the integrity of your deal data and confirm that records are up to date.

FAQ[edit | edit source]

What is the Win Probability value?[edit | edit source]

The Win Probability value reflects the likelihood that a deal will be marked as "Won," expressed as a percentage.

When is the Win Probability displayed?[edit | edit source]

The Win Probability appears in the Deal Info card when viewing a specific deal within ActiveCampaign.

What if I see "Not yet calculated"?[edit | edit source]

This message indicates there is insufficient data, such as having too few deals marked as Won in your pipeline.

How can I improve my Win Probability accuracy?[edit | edit source]

By ensuring that you regularly update the status of deals as Won or Lost and maintaining a sufficient number of deals in your pipeline.

Is the Win Probability feature available for all plans?[edit | edit source]

No, this feature is part of the Sales engagement enhanced CRM add-on and is available only on the Plus, Professional, or Enterprise plans.

Can I trust the Win Probability calculations?[edit | edit source]

Yes, as long as you have a substantial number of accurately marked deals, the calculations should reflect the likelihood of winning the deal.

Where can I find more information about this feature?[edit | edit source]

For more details, you can refer to the specific documentation on the Win Probability feature available on ActiveCampaign's help section.

For additional guidance on related topics, please check out the sections on marking deals as Won or Lost.

By understanding and leveraging the Win Probability feature in ActiveCampaign, sales teams can gain valuable insights that aid in decision-making and strategic planning within the sales process. ```

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