upstream-twenty/packages/twenty-docs/user-guide/views-pipelines/how-tos/show-expected-amount-in-pipeline.mdx

---
title: Show Expected Amount in Your Pipeline
description: Calculate and display weighted deal values based on stage probability.
---

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.

<Tip>
This is an example of creating [Formula Fields](/user-guide/workflows/how-tos/crm-automations/formula-fields) using workflows.
</Tip>

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:

| Stage | Probability |
|-------|-------------|
| New | 10% |
| Qualified | 25% |
| Meeting | 40% |
| Proposal | 60% |
| Negotiation | 80% |
| Closed Won | 100% |
| Closed Lost | 0% |

<Note>
To create a new branch, right click on the workflow canvas and click **New action**. Then, link this action to the previous node by dragging the arrow from the previous node to this new action.
</Note>

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

| Component | Purpose |
|-----------|---------|
| **Probability field** | Stores the stage-based win probability |
| **Expected Amount field** | Stores Amount × Probability |
| **Workflow #1** | Updates Probability when Stage changes, then recalculates Expected Amount |
| **Workflow #2** | Recalculates Expected Amount when Amount changes |
| **Aggregation** | Displays Sum of Expected Amount per stage |

## Related

- [Formula Fields](/user-guide/workflows/how-tos/crm-automations/formula-fields) — create calculated fields using workflows
- [Kanban Views](/user-guide/views-pipelines/capabilities/kanban-views) — column aggregations
- [How to Create Custom Fields](/user-guide/data-model/how-tos/create-custom-fields) — field configuration