I want to be able to see quarterly sales and break this down for each Q next year for example. The CRM is very basic and two clients are keen to move to the free version of HubSpot instead. Happy to chat to someone about what more it needs

Add a field for estimated close date to opportunities

I know each stage shows the total "closed" value. However, that's only if the deal closes. Not all deals close. If a lead is brand new and it has a $15,000 funded value. If 10% of your leads fund, that lead is currently worth $1,500. That is the actual value of your lead in your pipeline, not $15,000. There should also be a total of all actual value stages to show the current pipeline value. How else do you gauge the current value?

We'd like to have an assigned sales probability to each deal or opportunity in the pipeline.

We’d like to manage our sales forecasting more accurately by attributing a conversion likelihood (%) to each stage or individual deal.

Additionally, we’re looking for a way to calculate sales forecasts based on current pipeline opportunities, ideally taking into account the assigned probabilities to estimate potential revenue.

Each pipeline should tell you how much money is in it by weighting the chance of success in each stage against the opportunity value.

Here's how..

There's a new section at the top of a pipeline that says Total Pipeline Value: $???

There's a field for % at the top of each pipeline stage

There's a Weighted Value field at the top of each stage

Some pipelines are linear (step 1, 2, 3, 4 etc). Some piplelines are non-linear because they have steps that don't need to be done in any particular order, we just need to track what step they are on and complee a checklist of things. When creating a pipeline there would be an option for Revenue Based Pipeline, no, yes. If no then no opportunity value is shown on the opportunity cards (or they stay there for easy coding and just don't do anything more than what they do now). If yes, the another question shows up for Pipeline Style.. the options for that..

If linear is selected, the user fills the percentage field at the top of each pipeline stage with the chance at which opportunities will move from this stage to the next

If non-linear is selected, the user fills the percentage field at the top of each pipeline stage with the chance an opportunity is likely to close after completing that stage. This would work the same as the previous formula except you would not include the linear step 2..

it would be nice to add weighting in a percent of the stages in a pipeline to know what the total forecast will be for a given pipeline. Such as the first stage being 10% probability and next stage would be 30% etc up to won at 100% so we can know the true forecasted value of our pipeline and report a forecast by stage.