Please Help!

Alycia Osborne

I'm creating a CRM, I have 2 columns. One is the Sales stage with column properties (drop-down list) and the other is a probability% column with drop-down options.

I want a formula that will add the percentage from the drop-down 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.

Kelly Moore

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

Bassam Khalil

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%")))))))

Kelly Moore

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

Alycia Osborne

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 😀

Bassam Khalil

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%")))))))

Alycia Osborne

THANK YOU SO MUCH! It works perfectly.

Much appreciated 😃

Bassam Khalil

@Alycia Osborne 

Happy to help you any time, you are welcome

Scott Prater

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!

Bassam Khalil

@Scott Prater

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: