Auto Populate % progress based on Sales Stage

Gaurav Chauhan
Gaurav Chauhan ✭✭✭✭✭✭


How do I auto populate a particular % value in the column next to the Opportunity Stage

Eg. Between Stages X, Y and Z, each being 50%, 75% and 100%, how do I tied these % column field to auto populate these value as soon as I pick the stage from the drop down menu

Best Answer

  • Gaurav Chauhan
    Gaurav Chauhan ✭✭✭✭✭✭
    Answer ✓

    Thank you Andree for helping through. I know I over write the Decimal format to % hoping it would work.

    Can you please check the below.

    I am trying to add the $ values under weighted forecast when they align to Closed Won Sales Stage - Until that part the formuale works.

    But need to add the Dates as well to limit between per Quarter and this is where it fails. Can you help fix it.

    =SUMIFS({Weighted Forecast}, {Sales Stage}, "Closed Won", {Expected Close Date}, >=DATE(2022, 1, 1), <=DATE(2022, 3, 31))