Show Expected Amount in Your Pipeline

The Expected Amount is a calculated value: Amount × Probability. This helps you forecast revenue by weighting deals based on how likely they are to close.

This guide walks you through setting up the custom fields and workflows needed to calculate and display expected amounts in your pipeline.

Step 1: Create Custom Fields¶

You need two custom fields on the Opportunities object.

Create the Probability Field¶

1. Go to Settings → Data Model → Opportunities
2. Click + Add Field
3. Configure:
   • Name: Probability
   • Type: Number
   • Description: Stage-based probability (0-100%)
4. Click Save

Create the Expected Amount Field¶

1. Click + Add Field
2. Configure:
   • Name: Expected Amount
   • Type: Currency
   • Description: Calculated: Amount × Probability
3. Click Save

Optional: Make Fields Read-Only for Users¶

If you don't want users manually editing these calculated fields:

1. Go to Settings → Members → Roles
2. Select the role to configure
3. Find the Opportunities object
4. Set Probability and Expected Amount fields to read-only

This ensures only the workflows can update these values.

Step 2: Create Workflow #1 — Update Probability on Stage Change¶

This workflow automatically sets the Probability when an opportunity moves to a new stage.

Create the Workflow¶

1. Go to Workflows
2. Click + New Workflow
3. Name it "Update Probability on Stage Change"

Configure the Trigger¶

1. Add a Record Created or Updated trigger
2. Select Opportunities as the object
3. Filter on: Stage field is updated

Add Branches for Each Stage¶

Create a branch for each stage with its probability:

For each stage:

1. Add a Filter node: Stage = [stage name]
2. Add an Update Record action:
   • Record: The triggering Opportunity
   • Field: Probability
   • Value: [probability for that stage]

Calculate Expected Amount¶

After the branches rejoin:

1. Add a Filter node: Amount is not empty
2. Add an Update Record action:
   • Record: The triggering Opportunity
   • Field: Expected Amount
   • Value: Amount × Probability

Step 3: Create Workflow #2 — Recalculate on Amount Change¶

This workflow updates the Expected Amount when the deal Amount changes.

Create the Workflow¶

1. Go to Workflows
2. Click + New Workflow
3. Name it "Recalculate Expected Amount on Amount Change"

Configure the Trigger¶

1. Add a Record Created or Updated trigger
2. Select Opportunities as the object
3. Filter on: Amount field is updated

Add the Logic¶

1. Add a Filter node: Amount is not empty
2. Add an Update Record action:
   • Record: The triggering Opportunity
   • Field: Expected Amount
   • Value: Amount × Probability

Step 4: Display in Your Pipeline¶

Now show the Expected Amount totals in your Kanban view:

1. Open your Sales Pipeline Kanban view
2. Click the number next to any Stage name at the top of a column
3. Select Sum
4. Choose Expected Amount

Each column now shows the total weighted pipeline value for that stage.

Summary¶

Related¶

• a formula workflow configured by your administrator or implementation partner — create calculated fields using workflows
• Kanban Views — column aggregations
• How to Create Custom Fields — field configuration