PatronManager Help

What is the Donation Probability Percentage?

Updated on

Use this link to share with your colleagues:

What is the Donation Probability Percentage?: https://help.pm.leapevent.tech/a/1123898

Ever wondered what the Probability field does on the Donation record? You've come to the right place!

Each Stage value has a Probability percentage, which indicates how likely a donation is to come in. They're inextricably intertwined, like peas in a pod, as the Probability field automatically updates when you change the Stage on a Donation record. For example:

  • Posted = 100%
  • Pledged = 90%
  • Not Posted = 0%

In this article, you'll learn:

  • How the Probability percentage influences different aspects of PatronManager
  • Where you can view all the Stages and their corresponding Probability percentages
  • How to add new Stages with specific Probability values

This Grant record currently has a Stage of Grant Under Review with a Probability percentage of 50%.

Why does the Probability percentage Matter?

Check out these three parts of PatronManager that use Probability percentage:

Can I view a full list of existing Probabilities?

Sure can! Let's go find existing Stages and their corresponding Probabilities.

Can I add custom Stages and corresponding Probabilities?

Certainly! However, be aware any Stages with probabilities over 90% will be visible in the Patron Portal Donation tab.

We have directions on how to add custom Stages here.

After you create a new Stage, make sure you and your colleagues can utilize it.

If you want to add the new Stage to an existing Donation record type, add the stage to the record type's associated Sales Process.

If this new Stage is part of a series of Stages on a new Donation record type:

  1. Create a new Sales Process and add all the Stages you'll need to it
  2. Create a new record type and associate it with your new Sales Process

To learn more in depth how to create and utilize a new Stage with a corresponding Probability percentage, see our How to Create a Custom Record Type article!

Previous Article How to Track Grants and Grant Payments in PatronManager
Next Article How to Use the Fiscal Year Applied Field
Still Need Help? Continue to the Client Community