Pipeline stages and win chances
Rename, reorder, add or remove the stages on your Deals board and set how likely a deal in each stage is to close.
Where: Insight → Deals → Pipeline Stages
How to do it
- Click Pipeline Stages. Each open stage has a name, a win chance (0–99%) and how many deals are in it.
- Use the up and down arrows to reorder, type to rename, change the win chance, or remove a stage. + Add Stage adds one at the end.
- Click Save Stages. Deals in a stage you removed move to the first stage, and each one's timeline notes the move.
Good to know
- The defaults are New 10%, Qualified 25%, Meeting 40%, Proposal 60% and Negotiation 80%. Won (100%) and Lost (0%) are always the last two columns and can't be changed.
- The win chance drives the Weighted forecast: each open deal's value × its stage's chance.
- Stages belong to your workspace, so everyone on your team sees the same board.