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Customer Forum

Changing Opportunity Percentage is not affecting the Opportunity amount

Workbooks Support Posted: 2011-01-18 17:35

I can see a probability field on an Opportunity record but putting a percentage in here doesn't seem to affect the amount of my Opportunity.  How can I change this?

Workbooks Support Posted: Tue, 18.01.2011 - 18:07

The amount field in a Workbooks Opportunity isn't linked to the probability field as many of our customers prefer not to use weighted forecasts when looking at the likelihood of closing a deal.  If you do want to see a weighted forecast of pipeline Opportunities you can create a report which shows the amount of the Opportunity multiplied by the percentage shown in the probability field.