Hello, I am looking for a solution how to filter out doublets of projects to map a clean pipline. we work in an indirect sales model and have several projects under the same customer. however, since only one partner can win the project, we would like to have only one deal at a time in the reporting for forecasting and not all of them. is there a method to display this in hubspot. would be very grateful for possible solutions.
It sounds like you are looking for a way to de-duplicate projects in HubSpot so that you can have a clean pipeline for reporting and forecasting. Here are a few suggestions that might help:
Use HubSpot's built-in de-duplication tool: HubSpot has a de-duplication tool that you can use to find and merge duplicate projects. To access this tool, go to Contacts > Actions > Merge Duplicates. From there, you can select the projects you want to merge and merge them into a single project.
Create a custom property to track project status: You can create a custom property in HubSpot to track the status of each project. For example, you could create a property called "Project Status" with values like "Won", "Lost", "In Progress", etc. Then, you can use this property to filter out projects that have already been won by a partner.
Use a third-party integration: There are several third-party integrations available for HubSpot that can help with de-duplication. For example, Zapier offers integrations with tools like Google Sheets and Excel that can help you de-duplicate your data.
Use a HubSpot partner: If you're not comfortable de-duplicating projects yourself, you can work with a HubSpot partner to help you clean up your data. HubSpot partners are trained experts who can help you optimize your HubSpot account and make sure you're getting the most out of the platform.
Hopefully, one of these suggestions will help you de-duplicate your projects and create a clean pipeline for reporting and forecasting in HubSpot.
Hello, unfortunately no. We are looking for a solution to hide customer projects from forecasting. As an example, we have customer A who has received offers from partners B, C, and D, resulting in three deals in our system. However, we only want to display one deal in our forecasting view, since only one partner can win the deal with customer A. I'm not sure how to set this up, so that we can have both a deals view and a forecasting view.
