Create a probability of winning report

To indicate the probability of winning:

  1. Enable Custom Fields (Custom fields are available on our Professional plan)
  2. Create a Custom Field in Account Settings > Project Custom Fields. We call ours “Probability of Winning,” select Field Type as Drop Down Menu, add field options (20% 40% etc…), and select the “Use as project filter option” box.
  3. Navigate to a tentative project. In the Edit Project settings you’ll find your Custom Fields to mark the probability of winning.

You can now filter by probability of winning Custom Fields on your Project Portfolio Page.

A screenshot showing a custom field setup to track the probability of winning tentative projects.

Another quick way you can do this is by running a report. To create a Probability of Winning Report:

Navigate to Analytics > New Report. On the left hand side, filter to match the fields below.

  • VIew: Time & Fees > Amounts
  • Time Frame: Whatever makes sense for you, consider This Quarter as a starting point
  • First group by: Project
  • Project Type: Tentative
  • Probability of winning: select percentages

This view provides an overview of total probability winning for various percentages.