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PWIN and PGO Configuration Guide

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  • Updated on Jun 2, 2026
  • Published on Apr 9, 2026
  • 4 minute(s) read
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Change Summary

Release Date

Release Version

Change Description

Link

Feb 12th, 2026

2026.1

UI changes to add Opportunity Type based configuration for PWIN/PGO Questions, ensuring relevant Question visibility and Score calculation

Overview

PWIN or a Probability of Win is one of the most critical numbers needed to build and maintain a growing pipeline. A strong PWIN is a vital indicator of Opportunity success; and therefore, the calculation behind that PWIN needs to be strategic to your growth goals.

PGO or a Probability of Going after an Opportunity is an indicator of whether or not it is worth pursuing an Opportunity by putting valuable resources and time into it. The calculation behind PGO (just as PWIN) is based on completely customizable control over Questions and Weightings.

This document explains how to configure PWIN and PGO in your system.

Audience

  • Microsoft Dynamics Administrators

  • IT Support

Prerequisites

  • Ensure that TechnoMile Growth Suite is already installed and configured. The version of this package must be 2024.2 or higher.

About Weighting

The Weighting Value you select for each Answer to a Question and the Weighting you specify for each Question will be used to calculate the Probability of Win percentage, once all Answers are received for a record.

As shown in the Set Weightings section, a Score is defined in the back end for each Answer's Weighting value.

This calculation occurs in the back end using the following formula for every Question:
[Answer Weighting x (Question Weighting x 0.01)]÷Maximum Score possible for each Question's best-case scenario Answer.

The formula used is as follows: 
[Answer Weighting x (Question Weighting x 0.01)]÷5

The sum of the resulting numbers is calculated for every Question. The sum is then multiplied by 100 to get the Probability of Win percentage.

PWIN: View Questions Page

The Questions created in this section will be used to calculate the Probability of a Win depending on the Answers.

NOTE:

This section includes sample Questions. You can create any number of Questions and select any Question Type as per your requirements.

  1. Go to Change area and select Growth Configurations.

  2. Click PWIN Admin.

  3. Select Regular for the Group, then select the required Stage, and click Continue.

    NOTE

    As an example, we select the Regular Group and the Interest Stage. You can select any Group and Stage based on your requirements.

    The Questions page opens for the selected Group and Stage.

PWIN: Create Questions

  1. Click Add Question.

  2. Enter Question text, for example, How well-versed are you in this product space? and specify the Weighting for the Question.

  3. Select Question Type as Picklist.

  4. Click Add Option to add Answers and select Weighting for each Answer.

    NOTE:

    For information on how to set Weighting for Answers go to the PWIN: Set Weightings section.

  5. Select the Is Active checkbox and click Save.
    Similarly, you can perform the above steps to create Questions for other groups, such as Federal or Commercial.

PWIN: View Questions for Opportunity

In the following example, a new Opportunity of type Regular is created. The PWIN Question added in the previous section displays to users as:

PWIN: Clone Questions

Optionally, you can clone all the Questions created for a Stage into another Stage.

NOTE:

Contact TechnoMile Support or email support@technomile.com to add standard Questions and Answers.

  1. Click Clone.

  2. Select a destination Stage and click Clone.
    Questions are cloned into the destination Stage and the following confirmation message displays.
    Similarly, you can go back to Questions to clone Questions for other Stages.

PWIN: Set Weightings

Follow these steps to set the Weighting Values used in the Questions.

  1. Go to Weighting Config and select PWIN Answer Weighting.
    5_PWINWeightingList.jpg

  2. Click New.
    6_PWINNewAns.jpgNew Weighting Configuration page opens.

  3. Enter the required information such as Weight, Value, Weighting for, etc., click a Save button, and then click the Back arrow icon.
    Weighting is added to PWIN Answer Weighting list.

    NOTE:

    Similarly, you can add more PWIN Answer Weightings including Weightings with a negative value also.

PGO: Create Questions & Set Weightings

The Questions created in this section will be used to calculate the Probability of Going after an Opportunity based on the selected Answers.

NOTE:

This section includes sample Questions. You can create any number of Questions and select any Question Type, as per your requirements.

  1. Click PGO Admin.

  2. Select Regular for the Group and click Continue.

  3. Perform the same steps as shown in the PWIN: Create Questions section to create a Question.

  4. Go to Weighting Config and select PGO Answer Weighting.

  5. Repeat steps 2 - 3 as shown in the PWIN: Set Weightings section to set PGO Answer Weightings.

Import PWin and PGo Questions with Answers

Instead of manually creating PWIN and PGO Questions and Answers, you can import them using pre-defined Excel files provided to you by TechnoMile.

NOTE:

Ensure that you have received the following files from TechnoMile and that they are saved locally on your system:

  • PWIN Questions.xlsx

  • PWIN Answers.xlsx

  • PGO Questions.xlsx

  • PGO Answers.xlsx

Import PWIN Questions

Follow these steps to import PWIN Questions using a pre-defined Excel file.

  1. Click the Settings icon and select Advanced Settings.

  2. Click Data Management.

  3. Click Imports.

  4. Click Import data.

  5. Click Choose file. 

  6. Select PWIN Questions.xlsx and click Next.

  7. Click Next again.

  8. Click Next again.

  9. Click Finish.

    PWIN Questions are imported successfully.

Import PWIN Answers

Follow these steps to import PWIN Answers using a pre-defined Excel file.

  1. Perform steps 4 - 9 from the Import PWIN Questions section.

  2. When prompted to choose a file, select PWIN Answers.xlsx.
    PWIN Answers are imported successfully.

Import PGO Questions

Follow these steps to import PGO Questions using a predefined Excel file.

  1. Perform steps 4 - 9 from the Import PWIN Questions section.

  2. When prompted to choose a file, select PGO Questions.xlsx.
    PGO Questions are imported successfully.

Importing PGO Answers

Follow these steps to import PGO Answers using a pre-defined Excel file.

  1. Perform steps 4 - 9 from the Import PWIN Questions section.

  2. When prompted to choose a file, select PGO Answers.xlsx.
    PGO Answers are imported successfully.

    All PWIN and PGO Questions, along with their corresponding Answers are now imported and available for use.