Enable automation features for opportunities to eliminate manual updates, enhance data consistency, and empower you to conduct better-informed sales workflows.

## Features

- **Forecast category automation**\
Automatically sets the forecast category based on the opportunity’s current stage. Keeps pipeline analytics aligned with sales processes via stage-to-category mapping. Updates are default and editable based on access levels.

- **Probability automation**\
Automatically fills the opportunity’s probability field as per the configured stage-probability mapping. Reflects increasing confidence as deals progress. Can be overridden by users.

- **Calculated weighted amount**\
Automatically calculates the weighted amount based on the opportunity amount and probability. Helps estimate likely revenue contribution across pipeline segments.

- **Manual trigger**\
`/AutomateByStageConfiguration` Allows you to set probability values based on the stage, and calculates the weighted amount accordingly.

`/AutomateByForecastCategory` Allows you to define probability values for each forecast category and calculate the weighted amount based on those values. \
`/syncOpportunityData` This command backfills existing opportunities using the entered values.

## Installation

For detailed installation and configuration instructions, refer to the [documentation.](https://docs.devrev.ai/automations/opportunity)

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DevRev Marketplace

Opportunity Notifier

Automatically calculates opportunity probabilities and weighted amounts based on stage transitions. Streamlines sales forecasting by mapping stages to probabilities and updating metrics in real-time.