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#2070 - Opportunity Probability

Open General Question created by jobvector GmbH Verified Purchase 4 years ago


1) Is the Quotas forecasting based on Opportunities?

2) Is the probability field in the Opportunities used for forecasting?

3) Are you planing to implement a feature to add probabilities as % to opportunities or the probable amount (best, likely, worst case) directly into the opportunity where the sales rep can adjust this values.

Screenshot 2019-07-04 at 13.22.27.png

(Like the functionality in the SugarCRM Forecasting Module)

Kind Regards

  1. bluquet member avatar

    NS-Team Provider Affiliate

    4 years ago


    1) By default, forecast is based on Opportunities. You can also choose Quotes or Invoices (see admin / Sales Quota / settings page).

    2) The probability field is not used by default. But you can change that easily by adding the following line to your config_override.php (we don't have that in the settings page yet): $sugar_config['quotas']['opportunity_forecast_amount']=='probability';

    3) We have no plan to add any field to Opportunities. However, the way calculations are done can be changed by extending our Quota_Utils class to a CustomQuota_Utils class placed in custom/modules/NS_User_Quotas/quota_utils.php and overriding get_opportunity_forecast_amount in that custom class. So, if you add these fields, you can use them in that new function.

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