Weighted Pipeline (Forecast) Value

Excel Formulas › Sales & CRM

All versionsSUMPRODUCT

A raw pipeline overstates what will close. Weighted pipeline multiplies each deal’s value by its probability and sums — a realistic forecast. SUMPRODUCT does it in one formula.


Quick formula: weighted forecast from value and probability:
=SUMPRODUCT(deal_value, win_probability)
Each deal's value times its win probability, summed, gives the expected (forecast) revenue.

Functions used (tap for the full reference guide):

The example

Deals at 90%, 50%, 20%.

AB
1Deal · ProbWeighted
2$50k · 90%$45k
3Total→ $76,000

The formula

The formula:

=SUMPRODUCT(deal_value, win_probability) // Σ(value × probability)

How it works

How it works:

  1. Assign each open deal a win probability (often tied to its stage).
  2. SUMPRODUCT(value, probability) multiplies each pair and sums — the expected value.
  3. This forecast is far more realistic than summing raw pipeline.
  4. Map stages to probabilities with a lookup so probabilities update as deals advance.

Stage-based probabilities keep it honest. Rather than guessing each deal, map stages to historical close rates (Discovery 10%, Proposal 40%, Negotiation 75%) via a lookup, then SUMPRODUCT value × that probability. The forecast updates automatically as deals move stages — and reflects what actually closes, not optimism.

Try it: interactive demo

Live demo

Values and probabilities (comma-separated).

Weighted forecast:

Variations

Probability from stage

Lookup the rate:

=VLOOKUP(stage, stage_probs, 2, FALSE)

Raw pipeline

Unweighted total:

=SUM(deal_value)

One deal weighted

Expected value:

=deal_value * probability

Pitfalls & errors

Probabilities as decimals. 90% must be 0.90 in SUMPRODUCT (or divide by 100).

Weighted < raw. The forecast is below raw pipeline by design.

Calibrate probabilities. Use historical close rates by stage, not optimism.

Practice workbook

📊
Download the free Weighted Pipeline (Forecast) Value practice workbook
A weighted-pipeline sheet with the stage-lookup, raw, and single-deal variants, plus 4 challenges with answers. No sign-up required.

Frequently asked questions

How do I calculate weighted pipeline in Excel?
Use =SUMPRODUCT(deal_value, win_probability) — each deal's value times its probability, summed into a forecast.
Where do win probabilities come from?
Map deal stages to historical close rates with a lookup, so probabilities update as deals advance.
Why is weighted pipeline lower than raw pipeline?
By design — it discounts each deal by its chance of closing, giving a realistic forecast instead of best-case.

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Related formulas: Pipeline coverage · SUMPRODUCT formula · Weighted average

Function references: SUMPRODUCT