# Stage Probability Override Review

Separate an opportunity's supplied probability from its stage default before preparing a forecast.

## Scope
Preparation and review only. No account action or professional decision.

## Inputs
Opportunity IDs, amounts/currencies, current probabilities; dated stage-default export; forecast-enabled evidence; override policy.

## Workflow
1. Match the exact stage value and version; stage names alone do not imply a probability.
2. Retain supplied opportunity probability and default separately; record null defaults.
3. Apply only the owner's comparison policy and show override differences in percentage points.
4. Prepare weighted values only for known authorized probabilities in one currency; no CRM edit or forecast send.

## Output contract
opportunity | stage | actual_pct | default_pct | override_pp | policy | weighted_amount_or_hold

## Fictional acceptance test
Fictional amount 1000 USD has actual 40% and default 25%: difference 15 points, weighted 400 USD using actual. Null default is unknown, not 0%. No stored probability is changed.

## Review gates
Keep original values, source IDs and version dates. Unknown facts stay held. Use qualified review for hiring, legal and accounting conclusions. No send, share, sign-in, scheduling, ledger change or payment. Fictional contract review is not a live account compatibility test.

## Method source
https://developer.salesforce.com/docs/atlas.en-us.uiapi.meta/uiapi/ui_api_responses_opportunity_stage_picklist_values.htm

Checked October 8, 2026. Oct8 live GSC through Oct5: marketing copilot 37 impressions, Planable/Claude 33 and Planable/ChatGPT 23, campaign brief 12 and reports 11. Marketing/social topics follow these parent-query leads; other professions follow method-source workflow needs, not exact query measurements. Exact monthly volume is unmeasured.