topic Re: New pipeline versus new deal filter property? in Dashboards & Reporting

New pipeline versus new deal filter property?

bwillems — Mon, 07 Oct 2019 12:33:23 GMT

Hi HS community,

Can you give me advise?

We have an EMEA region and US region.

What would you advise;

creating a new sales pipeline for US next to the one we have for EMEA;
creating a 'region' deal property so we can filter in the pipeline

Does it impact reporting? What is the best pic? The both pipelines will have the same stages.

Hope to get your answer. 🙂

Bas

Re: New pipeline versus new deal filter property?

MikeLawson — Mon, 07 Oct 2019 12:38:32 GMT

@bwillems

Since both pipelines have the same sales stages I would recommend creating a region deal property. It will make it easier to roll all of your deals up as well as break out by region.

Re: New pipeline versus new deal filter property?

bwillems — Mon, 07 Oct 2019 12:41:37 GMT

Thanks Mike!

Re: New pipeline versus new deal filter property?

ndwilliams3 — Mon, 07 Oct 2019 14:47:37 GMT

I agree. If stages are all the same use a single pipeline and add a property to track region.