CRM

lisat2m
トップ投稿者

Move closed won and closed lost from deals dashboard

解決

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件の承認済みベストアンサー
Phil_Vallender
解決策
最優秀メンバー | Diamond Partner
最優秀メンバー | Diamond Partner

Move closed won and closed lost from deals dashboard

解決

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 | HubSpot Website Agency

元の投稿で解決策を見る

12件の返信
IAlberico
メンバー

Move closed won and closed lost from deals dashboard

解決

Once a deal is 'closed won' we need to begin customer onboarding. Solutions presented to us have included moving the deal automatically into a new pipeline for onboarding (but I don't want to lose the closed loop sales reporting) or using workflows to execute onboarding. Any insights into best practices would be appreciated. 

Norbi
参加者

Move closed won and closed lost from deals dashboard

解決

Hello. I am just curious... Have you ever figured it out? If so, what was the solution? Thank you for your response in advance. 

0 いいね!
LVarvashevich
参加者

Move closed won and closed lost from deals dashboard

解決

the only option to have all the data saved while moving the deal to the next pipeline is to use deal cloning workflows that simply create a new Onboarding deal on the new pipeline with all the data and contacts saved. This time the old deal would stay frozen at the closed won stage to pop up in the funnel reporting for sales and the newly created would go through the onboarding pipeline. 

DianaGomez
コミュニティーマネージャー
コミュニティーマネージャー

Move closed won and closed lost from deals dashboard

解決

Hi @LVarvashevich, I hope you are doing well!

 

Thanks for sharing 🙂

 

Best,

Diana


¿Sabías que la Comunidad está disponible en Español?
¡Participa hoy en conversaciones en el idioma de tu preferencia,cambiando el idioma en tus configuraciones!

Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !


0 いいね!
lisat2m
トップ投稿者

Move closed won and closed lost from deals dashboard

解決
No – the only way to do it is to create a filter and save that view.
0 いいね!
joshua-paul
トップ投稿者 | Platinum Partner
トップ投稿者 | Platinum Partner

Move closed won and closed lost from deals dashboard

解決

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.

lisat2m
トップ投稿者

Move closed won and closed lost from deals dashboard

解決

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 いいね!
oliaskew
参加者

Move closed won and closed lost from deals dashboard

解決

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
コミュニティーマネージャー
コミュニティーマネージャー

Move closed won and closed lost from deals dashboard

解決

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

Você sabia que a Comunidade está disponível em outros idiomas?
Participe de conversas regionais, alterando suas configurações de idioma !


Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !




0 いいね!
Phil_Vallender
解決策
最優秀メンバー | Diamond Partner
最優秀メンバー | Diamond Partner

Move closed won and closed lost from deals dashboard

解決

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 | HubSpot Website Agency
ivancapili
参加者

Move closed won and closed lost from deals dashboard

解決

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

0 いいね!
ivancapili
参加者

Move closed won and closed lost from deals dashboard

解決

other than creating filter or new pipeline. thanks

0 いいね!