I’m trying to organize our plan for 2024. We offer 5 services, all with the same sales process. My question is, should I introduce a new pipeline for the 2024 sales cycle?
Or, move the “completed/won” deals into a “2023 Won” phase to clean up the pipeline for 2024?
Would love to get some opinions on how this works at your businesses.
Hi @ARudkin,
Creating a new pipeline for a new year is generally not considered best practice. By doing so, you’re making reporting harder and creating redundancy and more complexity. Instead, it’s better to apply filters to your pipeline view, and you could create a filtered view just for 2024, filtering by deal Create date.
New pipelines are for sales processes that require different steps (deal stages) or where HubSpot’s permission options impose certain limitations. Otherwise, saved filtered views (see Advanced filters above the deal board/list) are the way to go.
Best regards!