CRM

CJAsha
投稿者

Deals Won but value not showing

解決

Hi there,

This is probably something to do with the way we have set up our HubSpot, and hopefully is a quick fix. When we sell our software the deal gets change to won, and the associated ARR is visible in a dashboard or report.

However we have post sale stages on deals, where they move into our services team for implementation, which also have their own various stages.

The issue is once a deal moves from won to those various services stage it understandably throws our win report/dashboard out.

Is there a better way for us to manage this without it negating the deal ARR in our dashboards.

Thanks so much.

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karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Deals Won but value not showing

解決

Hi @CJAsha,

 

What exactly are your reports filtering for? Can you share a screenshot of the report settings and filters? This would be crucial to understand why they don't reflect the changes as required.

 

When you say "throws our win report / dashboard out" - what exactly do you mean? Are the data displayed but displayed incorrectly? Are they missing?

 

This likely has to do with the probabilities you set for each stage, but it's hard to know for sure. Without having any context, this is what you could check first: https://knowledge.hubspot.com/object-settings/set-up-and-customize-your-deal-pipelines-and-deal-stag...

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

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CJAsha
解決策
投稿者

Deals Won but value not showing

解決

Thanks Karsten and apologies just seen this, its an internal issue with the way we have configured deals, we have someone who has just joined the team and is knowledgable so he is going to unpick the way the London team have configured deals, because after a deal is won, it moves into implementation, and because of this the deal value comes out of the won and the revenue isn't visible - thank you again I'll leave it with them to address.

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Lucila-Andimol
解決策
ソートリーダー | Platinum Partner
ソートリーダー | Platinum Partner

Deals Won but value not showing

解決

Hey @CJAsha 

Thats right, if you move a deal after is closed to another pipeline you loose the metrics.

So what I'll suggest is once closed won, create a new associated deal in the Implementation pipeline (this could also be a Ticket in a Service pipeline) to continue working and not loosing the sales metrics.

Hope this helps

María Lucila Abal | COO Andimol
HubSpot Expert, Community Champion & Certified Trainer (12+ years)

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4件の返信
CJAsha
解決策
投稿者

Deals Won but value not showing

解決

Thanks Karsten and apologies just seen this, its an internal issue with the way we have configured deals, we have someone who has just joined the team and is knowledgable so he is going to unpick the way the London team have configured deals, because after a deal is won, it moves into implementation, and because of this the deal value comes out of the won and the revenue isn't visible - thank you again I'll leave it with them to address.

Lucila-Andimol
解決策
ソートリーダー | Platinum Partner
ソートリーダー | Platinum Partner

Deals Won but value not showing

解決

Hey @CJAsha 

Thats right, if you move a deal after is closed to another pipeline you loose the metrics.

So what I'll suggest is once closed won, create a new associated deal in the Implementation pipeline (this could also be a Ticket in a Service pipeline) to continue working and not loosing the sales metrics.

Hope this helps

María Lucila Abal | COO Andimol
HubSpot Expert, Community Champion & Certified Trainer (12+ years)

Have questions? Get answers:

Get Premium Support

Did my post help answer your question? Mark this as a solution.

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CJAsha
投稿者

Deals Won but value not showing

解決

Thanks Lucila - makes complete sense.

0 いいね!
karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Deals Won but value not showing

解決

Hi @CJAsha,

 

What exactly are your reports filtering for? Can you share a screenshot of the report settings and filters? This would be crucial to understand why they don't reflect the changes as required.

 

When you say "throws our win report / dashboard out" - what exactly do you mean? Are the data displayed but displayed incorrectly? Are they missing?

 

This likely has to do with the probabilities you set for each stage, but it's hard to know for sure. Without having any context, this is what you could check first: https://knowledge.hubspot.com/object-settings/set-up-and-customize-your-deal-pipelines-and-deal-stag...

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 いいね!