To map the sales stage to probability values, forecast types and categories:
- Click Setup > Customization > Modules and Fields.
- Move your mouse over the Deals Module and click Stage-Probability Mapping.
- In the Stage-Probability Mapping page, you will see the existing sales stages.
- Click the Add Stage (+) link to add new stages.
- Click the Delete Stage (-) link to delete existing stages.
- In the Stage-Probability Mapping page, do the following:
- Enter the deal's Stage Name, its Probability (%) in the respective boxes.
- Select the Forecast Type and the Forecast Category from the respective lists.
- Click Save.
- You can also map the the stage-probability by selecting the Layout of the Deals module, clicking on the Settings icon and selecting Stage-Probability Mapping.