Zoho CRM Stage Probability Mapping

By Zoho CRM No Comments

A big part of any CRM system is the ability to see your current sales pipeline and forecast your expected revenue based on where in your sales process a Deal is. Zoho CRM, with its nearly endless customization options, helps you set stages that make sense for your company, and assign forecasted percentages of the deal amount to effectively manage your pipeline. This is called Zoho CRM stage probability mapping.  Let’s see how it works!

How to Use Zoho CRM Stage Probability Mapping

The first thing you’ll want to do is make a plan. What are the steps through which each deal uses? What is the likelihood of winning each deal based on where in the process that deal is? Are there additional steps to walk through after a deal is won? While you can always fine tune your customization down the road it’s best to think about your business processes beforehand

Navigate to Setup > Customization > Modules and Fields. Hover your cursor over the Deals module, then select Stage-Probability Mapping from the drop-down menu. This will open a dialogue box to edit your values. There are four parts to stage probability mapping:

  • Stage name
  • Pipeline inclusion
  • Probability
  • Forecast type

The stage name should be your nomenclature to match your processes. The pipeline inclusion simply means is this dollar amount to be included in your pipeline, omitted, or closed. As a general rule stages are omitted if that revenue should not be part of your pipeline, such as when you’ve lost the deal. The percentage correlates to how likely it is that you’ll win the deal. The Forecast type indicates if the deal is open – you haven’t won or lost it yet – or closed lost / closed open. Similar to a picklist, use the + / – signs to add or delete values, and drag and drop to reorder.

Once configured, your values will determine the amount in your sales pipeline. In the example above, if the value of a deal is $100 and is in the Qualification stage, I will show a current projected pipeline value of $10. It’s easy to forecast your revenues with the right stages and percentages in place!

Stay tuned for more next time. And don’t forget to check out our Zoho Training Video library on our YouTube channel for more assistance with Zoho CRM and many other Zoho products! Feel free to contact us at info@marksgroup.net with any questions or if you need Zoho support. Feel free to comment below. We’d love to hear your thoughts!

Zoho CRM Lead Conversion Mapping

By Zoho CRM No Comments

When creating new lead entries in you would expect pertinent information to transfer over to other modules once the record was created. The point of Zoho CRM is to be more efficient, after all! But how do you ensure all the information you want to transfer does? By using Zoho CRM lead conversion mapping! Read More

Streamline With Zoho CRM Dependency Fields! (VIDEO)

By Zoho CRM No Comments

When creating your module layouts in Zoho CRM you have so many options and fields that it can get confusing. One great example of this is in picklists – they can get pretty long pretty fast, and you might not want to see all the values if they’re irrelevant based on what values you may have selected in another picklist. Sound a little confusing? Once you get the hang of it you may discover how much easier this can make your work life! Nobody likes scrolling through tons of items on a list when only a couple are applicable. And that’s where Zoho CRM dependency fields come in handy! Read More

What are Zoho CRM Tab Groups? (Video)

By Zoho CRM No Comments

There are many ways in which you can customize Zoho CRM to allow access to different information depending on the user and what the do. Profiles, roles, data sharing settings, territories, module layouts… So many ways to customize! Sometimes it can seem a little overwhelming, both as a user and as an administrator. Zoho CRM Tab Groups are one easy way to keep your team focused and on track! Read More