Product Post: Opportunities Module>Adding the Static Win Option

Q. I want to assign a fixed win probability to an opportunity (rather than the win probability changing each time the opportunity’s stage changes).  Can I do this in Cosential?

A.  Yes!  Use the Static Win option.  The Cosential database can use one of two fields for the Win Probability field:

·      A win field controlled by stage (default database field): the value changes when the opportunity’s stage is changed (the default database field).  This value is determined by the Probability Percentage as set in: Administration: Value Lists: Opportunity Stages: Probability Percentage.

·      A static win field:  a value entered in this field will not change when the opportunity’s stage is changed.  Setting up the Static Win Option is described in this document faq0286staticwin.

Whichever field is selected is the one that the database will use for the Win Probability field:  it will be displayed in the interface, queried in the reporting engine, and used in the Factored Fee calculation (Factored Fee=Firm Fee x Project Probability x Win Probability).