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What can we help you with?
Audience: Customer
Module: CRM
Time to read: 4 minutes
Applies to: All plans
Quick answer
Deals should be updated as they progress so forecasts remain accurate.
What to track
For each deal:
• Current stage
• Deal value
• Probability of closing
• Expected close date
Why probabilities matter
They help you:
• Forecast revenue
• Prioritize effort
• Spot risk early
Common mistakes
• Never updating probabilities
• Inflating deal values
Best practice
Be conservative in forecasts and disciplined in updates.
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