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 |