Who's this for: Everyone
Where: Deals > Forecast > Changes
Note
You need a Forecast seat to get deal likelihood scores.
Use the likelihood score when you inspect your pipeline for a comprehensive, realistic, and real-time picture of deal health:
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Identify potential risk at a glance
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Validate each and every deal
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Focus your attention on deals that genuinely need it
Where to go: Deals > Pipeline (deal board)
Review deals with lower scores to determine what’s happening and act now.
Where to go: Click See more on any score
Understand how we calculated the score shown today, and what signals impact the deal positively or negatively.
Use likelihood deal scores when reviewing forecast:
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Review committed deals with low scores to pressure test your forecast
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Defend your forecast number by committing high-score deals
You can also review projections based on scores.
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