Move closed won and closed lost from deals dashboard

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Esteemed Contributor

Is there a way to move deals closed won or closed lost from the deal dashboard? I know I can filter; just wanted to remove them from current deal dashboard when looking at all deals.

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Community Thought Leader | Diamond Partner

Hi @lisat2m

 

I recommend that you do create a filter - you can then always save that filter as a view and return to it whenever you want to. 

 

Another solution might be to create a seperate pipeline for those deals - but moving all closed won deals to a different pipeline could really play havoc with your reporting so I'm not sure its really a solution. 

 

Is that any help?

Phil Vallender | Inbound marketing for B2B technology companies
3 Replies 3
Community Thought Leader | Diamond Partner

Hi @lisat2m

 

I recommend that you do create a filter - you can then always save that filter as a view and return to it whenever you want to. 

 

Another solution might be to create a seperate pipeline for those deals - but moving all closed won deals to a different pipeline could really play havoc with your reporting so I'm not sure its really a solution. 

 

Is that any help?

Phil Vallender | Inbound marketing for B2B technology companies
New Contributor

hello, is there a way to remove closed won and closed lost deals without any track?

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New Contributor

other than creating filter or new pipeline. thanks

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