Please Help!
I'm creating a CRM, I have 2 columns. One is the Sales stage with column properties (dropdown list) and the other is a probability% column with dropdown options.
I want a formula that will add the percentage from the dropdown options based on the sales stage that's selected.
Example if '1. Not Qualified' is chosen, I want 10% to be automatically added into the Probability% cell.
I'm really struggling, it would be so great if someone could help me with the exact formula I should be using.
Thanks in advance.
Warm regards
Alycia Osborne
General Manager
m: 0402 111 411
e: aosborne@omniderm.com.au
Best Answers

Hey @Alycia Osborne
Here's the start of your IF formula
=IF([SALES STAGE]@row="1. Not Qualified", "10%")
If you help me understand how your other stages correlate with your probabilities, I'll help you build your nested IF statement
cheers

Hi @Alycia Osborne,
Hope you are fine, please try the following formula.
=IF([SALES STAGE]@row = "Not Qualified", "10%", IF([SALES STAGE]@row = "Investigate", "15%", IF([SALES STAGE]@row = "Intro/Qualify", "30%", IF([SALES STAGE]@row = "Define Needs", "50%", IF([SALES STAGE]@row = "Meet/Demo", "75%", IF([SALES STAGE]@row = "Contract/Offer", "90%", IF([SALES STAGE]@row = "Win", "100%")))))))
bassam.khalil2009@gmail.com
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Answers

Hey @Alycia Osborne
Here's the start of your IF formula
=IF([SALES STAGE]@row="1. Not Qualified", "10%")
If you help me understand how your other stages correlate with your probabilities, I'll help you build your nested IF statement
cheers

Thanks KDM for your reply.
I tried it but it doesn't work. How do I get the formula to register all of the values in my dropdown lists?
The only 2 columns I want to automate is the Sales Stage column and the Probability % Column.
So if a sales rep selects one of the options from the dropdown menu s the probability percentage will automatically change.
The way I want to have the percentages link with the sales stage: (I changed the dropdown options a little).
If 1. Not Qualified was selected that would = 10%
If 2. Investigate was selected that would = 15%
If 3. Intro/Qualify was selected that would = 30%
If 4. Define Needs was selected that would = 50%
If 5. Meet/Demo was selected that would = 75%
If 6. Contract/Offer was selected that would = 90%
If Win was selected that would = 100%
Loss 0%
Does that help you with the formula?
Thank you so much, I really appreciate your help 😀
Warm regards
Alycia Osborne
General Manager
m: 0402 111 411
e: aosborne@omniderm.com.au

Hi @Alycia Osborne,
Hope you are fine, please try the following formula.
=IF([SALES STAGE]@row = "Not Qualified", "10%", IF([SALES STAGE]@row = "Investigate", "15%", IF([SALES STAGE]@row = "Intro/Qualify", "30%", IF([SALES STAGE]@row = "Define Needs", "50%", IF([SALES STAGE]@row = "Meet/Demo", "75%", IF([SALES STAGE]@row = "Contract/Offer", "90%", IF([SALES STAGE]@row = "Win", "100%")))))))
bassam.khalil2009@gmail.com
☑️ Are you satisfied with my answer to your question? Please help the Community by marking it as an ( Accepted Answer), and I will be grateful for your "Vote Up" or "Insightful"

THANK YOU SO MUCH! It works perfectly.
Much appreciated 😃
Warm regards
Alycia Osborne
General Manager
m: 0402 111 411
e: aosborne@omniderm.com.au

Happy to help you any time, you are welcome
bassam.khalil2009@gmail.com
☑️ Are you satisfied with my answer to your question? Please help the Community by marking it as an ( Accepted Answer), and I will be grateful for your "Vote Up" or "Insightful"

Raising this one again as I'm having a similar issue. Followed your formula to fit my needs, and receive unparseable
=IF([Recruitment Status]@row = "Active", "100%", IF([Recruitment Status]@row = "Attempting Contact", "1%", IF([Recruitment Status]@row = "Contacted", "10%", IF([Recruitment Status]@row = "Contract Sent", "85%", IF([Recruitment Status]@row = "Declined", "1%", IF([Recruitment Status]@row = "Pending Credentialing", "90%", IF([Recruitment Status]@row = "Reviewing Rates", "50%", IF([Recruitment Status]@row = “Unqualified”, “1%”))))))))
Somehow the nesting is the issue because a single IF is no issue in row 1.
=IF([Recruitment Status]@row = "Active", "100%")
Any help is greatly appreciated! Thank you!

Please try the following formula:
=IF([Recruitment Status]@row = "Active", "100%", IF(OR([Recruitment Status]@row = "Attempting Contact", [Recruitment Status]@row = "Unqualified"), "1%", IF([Recruitment Status]@row ="Contacted", "10%", IF([Recruitment Status]@row = "Contract Sent", "85%", IF([Recruitment Status]@row = "Declined", "1%", IF([Recruitment Status]@row = "Pending Credentialing", "90%", IF([Recruitment Status]@row = "Reviewing Rates", "50%")))))))
the following screenshot shows the result:
bassam.khalil2009@gmail.com
☑️ Are you satisfied with my answer to your question? Please help the Community by marking it as an ( Accepted Answer), and I will be grateful for your "Vote Up" or "Insightful"
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