> ## Documentation Index
> Fetch the complete documentation index at: https://docs.twenty.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Show Expected Amount in Your Pipeline

> 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