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Default Stages and Probability Percentages in Opportunities

Paul Polansky
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As you are customizing your Opportunity Pipelines, you might want to reset back to default and start fresh. While there is no easy button for this, below you will find the default stages and probability percentages for each pipeline and phase.

  • Probability Percentage - the probability that a specific Opportunity will successfully close, at that stage of the transaction. You will notice that the percentages will be much lower before you have an appointment, while they will be much higher once your transaction goes under contract. These percentages are paired with the expected/actual commission to calculate the probable income for that stage and pipeline.

Reference the tables below to find the default stages and probability percentages for the various Opportunity pipelines:

Listing Pipeline
Phase Stage Probability Percentage

Cultivate

 Watch 5
Cultivate Nurture 7
Cultivate Hot 10
Appointment Scheduling 10
Appointment Scheduled 20
Appointment Kept 30
Active Staging 50
Active Showing 70
Active Negotiations 80
Under Contract Escrow 90
Under Contract Inspections 90
Under Contract Appraisal 90
Under Contract Financing 90
Under Contract Clear to Close 90
Closed Closed 100

 

Buyer Pipeline
Phase Stage Probability Percentage
Cultivate Watch 5
Cultivate Nurture 7
Cultivate Hot 10
Appointment Scheduling 10
Appointment Scheduled 20
Appointment Kept 30
Active Searching 50
Active Showing 70
Active Negotiations 80
Under Contract Escrow 90
Under Contract Inspections 90
Under Contract Appraisal 90
Under Contract Financing 90
Under Contract Clear to Close 90
Closed Closed 100

 

Leases: Tenants Pipeline
Phase Stage Probability Percentage
Cultivate Watch 5
Cultivate Nurture 7
Cultivate Hot 10
Appointment Scheduling 10
Appointment Scheduled 20
Appointment Kept 30
Active Staging 50
Active Showing 70
Active Applications 80
Pending Application Accepted 90
Closed Tenant Occupied 100

 

Leases: Landlord Pipeline
Phase Stage Probability Percentage
Cultivate Watch 5
Cultivate Nurture 7
Cultivate Hot 10
Appointment Scheduling 10
Appointment Scheduled 20
Appointment Kept 30
Active Showing 70
Active Application Submitted 80
Pending Application Accepted 90
Closed Tenant Occupied 100

 

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