Using Deal Stage as an output in a formual

[WNAmiqus]

Hey, 

Why does this give a numeric result, and not the 'Deal stage name' as a string, when probability is not 1 (100%)?

Context here is we'd like to summarise all onboarding stages as 'Closed Won' for sales reporting. (appreciate the braoder issue here is having onboarding stages tracked as deal stages, but cant find a suitable solve for that issue in HS).

Thanks,

Will

[karstenkoehler]

Hi @WNAmiqus,

That's simply the way it is, unfortunately. I also always run into this and this behavior cannot be changed.

When you say "summarize all onboarding stages as closed won", could you explain this in a bit more detail? I'm not sure I'm following.

In any case, a workaround could be a deal-based workflow, using the "Set property value" action.

Best regards

[WNAmiqus]

Thanks @karstenkoehler for the clarification! 

The ultimate issue here is our sales team and onboarding team share the same deal pipeline. Ideally we would like to use another object for tracking the onboarding jouney, so that deals are a 'sales owned' object. We have tried to switch to using Tickets for managing the onboarding journey and stages, but it is not easy (impossible?) to track 'time in stage' for tickets, which is a must have. 

If you can suggest a solution for this, then my original problem goes away. If not, then I would like to create a property that reports the sales deal stages, and shows 'Closed Won' if the deal is in one of the onboarding deals stages. This is handy for sales reporting, and operationally. 
If we have stages as such:
Demo > Need Analysis > Negotitaion > Closed Won > Onboarding stage one > Onboarding stage two > onboadring complete;

..i'd like to have aprioperty that summaries these as

Demo > Need Analysis > Negotitaion > Closed Won > Closed Won > Closed Won > Closed Won.

Does that make any more sense?

Thanks

[karstenkoehler · Accepted solution]

@WNAmiqus I'm not sure I entirely follow but I think I roughly understand what you're trying to do here. In that case you would have to expand your IF statement: if deal stage ID is X, then show name of deal stage corresponding to X. If deal stage ID is Y, then show name of the deal stage corresponding to Y. Spelling each deal stage name out.

Alternatively, you could set up a deal-based workflow to do the same, re-enrolling deals when the deal stage is known, then using the "Set property value" workflow action to define the intended output.

[WNAmiqus]

@karstenkoehler Thanks, this solves my original issue, so makred as solution. 

If you have a moment, I'd be interested to get your opinion on what object onboarding teams should use to track the implementation journey? Possibky tickets? - is there something better? Thanks