Understanding Sugar Sales Stages

    Overview

    The progress of opportunities in Sugar is captured in a Sales Stage field. For revenue line item-enabled instances (available for Ultimate and Enterprise editions), the Sales Stage field is available on revenue line items. Other instances will display this field on opportunities records. This article covers the default values for the Sales Stage field and their suggested meanings. To edit or add to the default list of sales stages, please refer to the Adding Custom Sales Stages and Probabilities to Opportunities article.

    When you select a sales stage in the revenue line item record, the system automatically populates the corresponding probability value (e.g. 10, 20, etc.) in the Probability (%) field. These probability values are a useful tool as it helps calculate and predict your sales forecast for a specified time period. For more information on forecasting, please refer to the Forecasts documentation.

    Suggested Definitions

    The probability value and definition of the default sales stages are as follows:

    Sales Stage Probability Suggested Definition
    Prospecting 10 This is the first stage in the sales process and indicates that the opportunity or revenue line item with this prospect is new and needs to be qualified by a sales representative.
    Qualification 20  The sales representative is currently interacting with the prospect to determine if a sales opportunity exists.
    Needs Analysis 25  After determining that the prospect has an interest in the products or services, the sales representative now uncovers the prospect’s business challenges.
    Value Proposition 30  After uncovering the prospect’s business challenges, the sales representative now maps the company’s products and/or services to the prospect’s business challenges and describes the value of the solution.
    Id. Decision Makers 40  After determining that there is a match between the prospect’s business challenges and the company’s products and/or services, the sales representative now identifies the decision makers necessary to close this opportunity or revenue line item.
    Perception Analysis 50  The sales representative analyzes the prospect’s perceived value of the company’s solution at this stage in order to prepare the appropriate combination of products and services for the sales quote.
    Proposal/Price Quote 65  The sales representative delivers the proposal, sometimes called the price quote, to the prospect.
    Negotiation/Review 80  The sales representative reviews and negotiates the proposal with the prospect.
    Closed Won 100  The sales representative has won this opportunity or revenue line item and the company can now bill the customer.
    Closed Lost The sales representative has lost this opportunity or revenue line item. 

    in Opportunities and Forecasts

    Reach out to us for help