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Discount deals value based on probability

Updated today

Discount deals value based on probability

You can import this template (blueprint) into Make:

What this blueprint does

  1. Fetch deals from your folk group that have both:

    • Opportunity Probability filled in

    • Opportunity Value filled in

  2. Loop through each deal and calculate:Weighted Value=Opportunity Value×Opportunity Probability

    Weighted Value=Opportunity Value×Opportunity Probability\text{Weighted Value} = \text{Opportunity Value} \times \text{Opportunity Probability}

  3. Update the deal in folk with the calculated Weighted Value.


Steps to use it

1. Import the blueprint into Make

  • In Make, go to ScenariosCreate a new scenario.

  • Click the menu (three dots in top-right) → Import blueprint.

  • Upload the .json file you provided.


2. Update required placeholders

In the imported scenario, you’ll see three modules:

  1. HTTP GET — Fetch deals

    • Replace in the URL with your folk group ID.

    • Replace with your folk API key.

  2. Basic Feeder — Loops through the deal array.

    (No edits needed here — it just feeds each deal to the next module.)

  3. HTTP PATCH — Update each deal with Weighted Value

    • Replace again in the URL.

    • Replace the API key in the Authorization header.

    • The JSON body already contains:

      { "customFieldValues": { "Weighted Value": `Opportunity Value` * 3.customFieldValues.`Opportunity Probability`}} } }

3. Test the scenario

  • Turn off scheduling so it won’t run automatically yet.

  • Run it once manually to check if:

    • Deals are fetched correctly.

    • Each deal’s Weighted Value is updated.


4. Schedule automation

  • Once tested, set the scenario to run at your desired frequency (e.g., daily).

  • Make sure “Auto commit” is enabled so updates are applied automatically.

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