Move closed won and closed lost from deals dashboard

SOLVE
lisat2m
Top 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.

1 Accepted solution

Accepted Solutions
Phil_Vallender
Solution
Most Valuable Member | Elite 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

View solution in original post

7 Replies 7
Phil_Vallender
Solution
Most Valuable Member | Elite 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

View solution in original post

ivancapili
Participant

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

0 Upvotes
ivancapili
Participant

other than creating filter or new pipeline. thanks

0 Upvotes
oliaskew
Participant

Hi,

 

I would like to share an approach that works for us. As a newbie, I found a lack of archiving functionality very frustrating upon realising we couldn't archive a deal so I hope this method saves people feeling the same (it shouldn't have to be this hard, HubSpot!). 

 

It uses a combination of filtering and workflows, so it requires CRM Professional or above.

(other users could archive each deal manually)

 

First, create a custom deal property Is archived.

 

Then, create a workflow.

 

When a deal enters a stage that you would consider closed (e.g. Closed Won), add a step to wait a given period of time (we let our deals sit in Won Closed for 30 days so they are easy to find and we have a 30 day running total of revenue at the bottom of the column).
Unenroll the deal if it leaves any of these stages.

After waiting for the required duration, set the deal property Is archived to Yes.

CleanShot 2020-08-28 at 15.57.17@2x.png

Now I can filter my view based upon the property Is archived being false.

 

At first, our HubSpot specialists recommended we filter on the close date, but this didn't feel like the right approach. I hope this helps!

 

PamCotton
Community Manager

Hello @oliaskew,

 

Thank you for sharing your feedback and steps on this.

I was able to find a similar idea in our Ideas forum here if you would like to read more about our team's decision in the idea.

 

Kindly,

Pam

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0 Upvotes
joshua-paul
Top Contributor | Platinum Partner

It is rarely a good idea to delete or move deals from the "Closed Won" or "Closed Lost" deal stages. You lose a whole lot of historical sales and closed-loop marketing reporting data when you do so. 

 

I too agree that almost everyone should be looking at the deal board through custom filters. However, if the build-up is in the "Closed Lost" deal stage, it most likely means that your deal stages are not optimized. Deals are getting on your deal board that are not really deals yet because your deal criteria starts too early in your sales process. This might not be the case in your company, but it is something for you and the others looking this thread to examine.

0 Upvotes
lisat2m
Top Contributor

Thank you. I'm not trying to move them from the stage closed won or closed lost; only trying to move from the view so it doesn't clutter. I do realize easy to set a filter excluding these deals. It would just be nice to have these on their own board once they've been moved to closed won or closed lost.

 

 

0 Upvotes