Display Win Probability values

```mediawiki Navigation: Main_Page > Deals > Display Win Probability values

How do I display Win Probability values on a pipeline?

Win Probability values are an essential feature in ActiveCampaign’s sales engagement tools, allowing users to visualize the likelihood of winning a deal at a glance. This feature provides valuable insights into deal stages, helping teams to prioritize their efforts and make informed decisions based on the potential success of their sales pipeline.

By displaying Win Probability values on your pipeline, you can quickly assess which deals require more attention and focus, ultimately driving better sales performance. In this article, we will walk through the process of accessing this feature and configuring it for maximum effectiveness in your sales strategy.

How to access this feature

To display Win Probability values, you’ll need to navigate to the Deals page within your ActiveCampaign account. Ensure that your subscription plan encompasses the features required for displaying Win Probability values. This feature is available for users on Plus, Professional, and Enterprise plans.

Step-by-step instructions with detailed explanations

Follow these steps to configure your pipeline stages to display Win Probability values:

1. Click Deals to navigate to the Deals page.
2. Click the pipeline dropdown then select the pipeline containing the stage you wish to edit.
3. Click the gear icon for the stage you would like to sort by Win Probability values, then click Edit this stage.
4. The "Stage Options" modal will open. In the Card Appearance section, hover your mouse over the area that indicates time duration (e.g., "2 days").
5. Click the gear icon that appears, and then click Win Probability from the list of options.
6. Finally, click the Save button.

By completing these steps, the Win Probability values for your deals will appear in the designated stage within your pipeline, enhancing your visibility of potential sales outcomes.

Configuration options and settings

The **configuration of Win Probability values** is performed on the stage level, which means that if you want all stages in your pipeline to display these values, you must make the updates for each stage individually. This granularity allows you to customize the appearance and functionality of different stages based on your sales strategy.

Best practices and tips

- **Consistent Updates**: Regularly review and update Win Probability values as deals progress through different stages to ensure accuracy in forecasting. - **Training**: Ensure that your sales team understands how to interpret and act upon Win Probability values to maximize their effectiveness in the sales process. - **Use in Conjunction with Data**: Pair Win Probability values with other metrics, such as historical win rates, to enhance decision-making during the sales cycle. - **Customization**: Take advantage of the ability to customize which stages display Win Probability values to align with your sales strategy.

Common use cases with examples

- **Sales Forecasting**: Use Win Probability values to create realistic sales forecasts, enabling better resource allocation and strategic planning. - **Prioritization of Leads**: Focus on deals with higher Win Probability values to maximize time spent on the most promising leads. - **Monitoring Sales Health**: Assess the overall health of your sales pipeline by evaluating the distribution of Win Probability values across stages.

Troubleshooting section

If you encounter issues displaying Win Probability values, consider the following:

- **Check Permissions**: Ensure that you have the correct permissions to edit the pipeline stages. - **Stage Configuration**: Confirm that you have enabled Win Probability values in each stage you want them to appear. - **Browser Compatibility**: Sometimes browser issues can prevent certain features from appearing; try accessing the Deals page in a different browser or clearing your cache.

Related features section

For additional context and capabilities, consider exploring the following related features:

- Automation - Deals Management - Sales Pipeline Customization

FAQ section

Q1: What plans support the Win Probability feature? A1: The Win Probability feature is available on the Plus, Professional, and Enterprise plans.

Q2: Can I enable Win Probability values for multiple stages at once? A2: No. You must configure each stage individually to display Win Probability values.

Q3: What happens if I change the Win Probability value after saving? A3: You can update the Win Probability values anytime by following the same steps used for initial setup.

Q4: Are there any visual indicators for Win Probability in the deals view? A4: Yes, once configured, Win Probability values will be displayed prominently in the card view of each deal within the pipeline.

Q5: Can I disable Win Probability values after enabling them? A5: Yes, you can revert the setting by accessing the stage settings and unchecking the Win Probability option.

Q6: How do I ensure my team understands Win Probability values? A6: Conduct training sessions and provide documentation on interpreting and utilizing Win Probability values effectively.

Q7: Is this feature included in the free trial of ActiveCampaign? A7: The availability of this feature during the free trial may depend on the specific plan features; however, it is recommended to check with ActiveCampaign support for the most current information.

Explore more detailed instructions or visit the Deals category for further information and support. ```