Estimate % in sales opportunity

[ligabue2017]

Hi Expert!

My client ask to add a new field inside the Opportunity information in order to set the estimate % defined by the Director. Subsequently, this information will be used in the reporting of win/loss opportunities.

My solution is add a new field into the opportunity's master data section. I ask you if you have other ideas? Is there a standard field that could meet my requirements?

I'd like to avoid the proliferation of custom fields. Thank you for your suggestion.

Best Regards.

[former_member226 · Accepted solution]

Hello,

Why don't you use the standard probability field for showing the chances of winning or losing an opportunity? This field is used by standard logic to determine the "weighed value" of the opportunity. If the field is not visible then please add it via master layout adaptation.

This field will automatically reflect in the standard report for win/loss analysis.

BR

[ligabue2017 · Accepted solution]

Hi Saurabh,

finally we used the standard probability field, at the beginning our customer asked to have another field managed directly by the General Director. It was another field for estimating the revenue by the Direction.

At the end we used the standard field, so further field are not necessary.

Thank you for you answer.

Regards.