Stage Probability Override Review

Separate an opportunity's supplied probability from its stage default before preparing a forecast. Preparation only, not an account action.

What to provide

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

How it works

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.

The output

opportunity | stage | actual_pct | default_pct | override_pp | policy | weighted_amount_or_hold

Worked fictional example

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.

Checks and limits

Keep source versions and original values. Unknowns stay unknown. Use qualified review for regulated, legal or hiring decisions. No live account compatibility test, send, share, schedule, ledger change or payment is authorized.

More sales workflows · How-to guides

Method: reviewed source. Demand lead: 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. Checked October 8, 2026.