Opportunity value

The opportunity value field records the estimated monetary worth of a deal. It is one of the most important data points in your pipeline because it feeds into every financial view of your sales process — column totals on the board, pipeline value summaries, forecast reports, and dashboard widgets. Keeping values up to date and accurate is the foundation of reliable pipeline reporting.

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Setting opportunity value

The value field is available when creating or editing an opportunity. When creating:

1. Click + Add Opportunity
2. Fill in the Opportunity Value field with the estimated deal amount
3. Complete the remaining fields and click Save

When editing:

1. Open the opportunity detail panel (click any card)
2. Click the Value field
3. Enter the new amount
4. The change saves automatically or click Save depending on your interface

Value is stored as a currency amount. You can enter whole numbers or decimals (e.g., 5000 or 4999.99). There is no upper limit.

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Where value appears

Once set, the opportunity value is visible in multiple places:

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Pipeline value totals

At the top of each stage column on the kanban board, the platform displays the total value of all opportunities currently in that stage. This gives your team an instant read on how much revenue is at each step of your process. For example:

• Proposal Sent column shows $48,000 → that is the combined value of all open deals currently at the proposal stage
• Negotiation column shows $22,500 → revenue that is close to closing but not yet won

Monitoring these totals during team meetings lets you quickly identify where revenue is concentrated and whether your pipeline is healthy.

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Updating value as a deal progresses

Deal values often change over the course of a sales process. Update the value at each stage transition to keep totals accurate:

• A deal that starts as a $10,000 opportunity might grow to$15,000 after the discovery call reveals a larger scope
• Conversely, a deal might shrink if the contact opts for a smaller package during negotiation

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Value in list view

In list view, the value column is sortable and filterable:

• Sort — click the Value column header to rank opportunities from highest to lowest (or reverse). Use this to quickly surface your highest-value deals for prioritization.
• Filter — add a value range filter to see only deals above a minimum threshold (e.g., value greater than $5,000) or within a specific range.

Combining a value filter with a close date filter (close date this month + value greater than $2,000) quickly shows you which deals need attention to hit this month’s revenue target.

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Using value in automations

Opportunity value can be used as a filter condition in workflow automations. This lets you trigger different actions based on deal size. Example use cases:

• When a new opportunity is created with value over $10,000 → automatically add the sales manager as a follower
• When an opportunity enters the Proposal stage with value over $25,000 → create a task for executive review
• When a deal is marked Lost with value over $5,000 → notify the team lead for a win/loss debrief

To set this up, use any opportunity-based workflow trigger (such as Opportunity Created or Pipeline Stage Changed) and add a Lead Value filter condition specifying the amount threshold.

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Weighted revenue forecasting

Raw pipeline value (the sum of all open deal values) overstates your likely revenue because not all deals will close. Weighted forecasting accounts for the probability of each deal closing based on its current stage. How weighted value works: Each pipeline stage has an implied close probability based on where it sits in your process. A deal in your very first stage might have a 10% chance of closing, while a deal in the final negotiation stage might have a 90% chance. Weighted value = Opportunity Value × Stage Close Probability By summing weighted values across your pipeline, you get a more realistic revenue forecast than adding up raw values alone.

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Value in dashboard widgets

The Opportunities section of your dashboard can display value-based metrics as widgets:

• Total pipeline value — sum of all open opportunity values across selected pipelines or stages
• Average deal value — mean value of open opportunities, segmented by stage, pipeline, or assigned user
• Won revenue — total value of opportunities marked Won within a date range
• Lost value — total value of opportunities marked Lost (useful for understanding revenue at risk)
• Value by stage — bar or funnel chart showing value concentration at each stage

To add these, go to Dashboards, click + Add Widget, and select the Opportunities widget type. Configure the pipeline, date range, and metric you want to display.

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Setting value automatically with automations

If deal value can be derived from information collected elsewhere — such as a form submission, survey response, or payment — you can set the opportunity value automatically through workflows. Example: A contact submits a quote request form with a “Budget” field. A workflow triggers on form submission, creates an opportunity, and maps the Budget field value to the opportunity value using a dynamic merge tag. To do this:

1. Create or edit a workflow with an opportunity trigger or the Create Opportunity action
2. In the Opportunity Value field within the action, use a dynamic value merge tag (e.g., {{contact.budget}} or {{form.budget_field}})
3. The workflow populates the value automatically when the trigger fires

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FAQs