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How to update Probability and Forecast Categories in Sweep

Yahel Gaver avatar
Written by Yahel Gaver
Updated over a year ago

In Salesforce, each opportunity stage will have a probability and forecast category assigned to it.

In order to update the probability or forecast category, see this video or follow the steps below:

  1. Open your Funnel editor to a Canvas with an opportunity on it

  2. Zoom into the stages on the opportunity Funnel

  3. Note that at the bottom of the stage, the boxes each indicate a number, representing the probability, and and text, representing the forecast category, in a light purple box


  4. Click on a specific stage

  5. Select “Settings” on the right hand side of the screen


  6. Update the probability and forecast category fields

    1. You may receive a warning message that states the stage is used in other Funnels, and making this change will apply to this stage in all Funnels

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