CRM - Probability calculator (value)

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4 - Data Explorer

Hi,

I am using AT for the CRM purposes.

I've got a list of proposals we're working on within my Proposals Table: https://airtable.com/appGL773TiIYzLwZD/shrzetl6rN5gnxAYz

Now, what I'd love to calculate is: based on the stage selected (and % probability assigned to it) and proposal value, I'd like to calculate probability value.

So if stage = "Proposal + SOW submitted (50%)" then, it's 50% of the value.

Do I need to create another table for the probability? Have my stages outlined, then % and create a formula within my 'proposals' to calculate it?

Thank you!

1 Solution

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6 - Interface Innovator

Hi @JT_ ,

You could definitely create another table for the probabilities. Nevertheless, if you keep your stages named like this you could also extract the probability using a formula:

``SUBSTITUTE(SUBSTITUTE(MID(Stage,FIND("(",Stage)+1,3),"%",""),")","") +0``

Please note that the first part of the formula extracts the value of the probability from the string and the the +0 at the end converts the string back to a number so that you can perform operations with it.

Let me know if this works for you.

Best,

Patrick @Monino Solutions

2 Replies 2
6 - Interface Innovator

Hi @JT_ ,

You could definitely create another table for the probabilities. Nevertheless, if you keep your stages named like this you could also extract the probability using a formula:

``SUBSTITUTE(SUBSTITUTE(MID(Stage,FIND("(",Stage)+1,3),"%",""),")","") +0``

Please note that the first part of the formula extracts the value of the probability from the string and the the +0 at the end converts the string back to a number so that you can perform operations with it.

Let me know if this works for you.

Best,

Patrick @Monino Solutions

4 - Data Explorer

Thank you so much!

Hi,

I've added that to my 'proposals' table as an extra field, then multiplied by the 'value' and divided by 100 so now if probability is 60% and the value is \$2,800, I see 1680 in my new field which is exactly what I needed!

THANK YOU SO MUCH!