Matrix Support

How Do I Change the Weight on a Deal?

When setting a “Weight” on a Deal, you are applying a percentage to the pending dollar amount that you have entered, which represents the likelihood that the Deal is going to close. The Weight percentage calculates the Weighted Forecast.

To change the Weight on a Deal:

On the Deal Management Screen…

1. When editing a Deal on the Deal Management screen, click on the Edit button

2. Slide the “Weight” bar to the value that you would like to use (in increments of 5 percent)

3. Click Save button

NOTE:  If you are not able to slide the Weight bar, then the Weight is tied to the Sales Stage.  You would need to select a different Sales Stage to apply a pre-determined Weight percentage based on the stage selected.

**If the Weights are tied to the Sales Stage, this is a corporate based decision.

On a Quick Edit…

1. Mouse over the green dollar sign “$” next to the Account that has a Deal you would like to change.

2. Click on the "Quick Edit" link for the Deal that you would like to change.

3. Slide the “Weight” bar to the value that you would like to use (in increments of 5 percent)

4. Click Save button

NOTE:  If you are not able to slide the Weight bar, then the Weight is tied to the Sales Stage.  You would need to select a different Sales Stage to apply a pre-determined Weight percentage based on the stage selected.

**If the Weights are tied to the Sales Stage, this is a corporate based decision.

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