Dashboards & Reporting

bwillems
Teilnehmer/-in

New pipeline versus new deal filter property?

lösung

Hi HS community,

 

Can you give me advise?

 

We have an EMEA region and US region. 

 

What would you advise; 

  1. creating a new sales pipeline for US next to the one we have for EMEA;
  2. creating a 'region' deal property so we can filter in the pipeline

Does it impact reporting? What is the best pic? The both pipelines will have the same stages.

 

Hope to get your answer. 🙂 

 

Bas

 

0 Upvotes
1 Akzeptierte Lösung
MikeLawson
Lösung
Mitwirkender/Mitwirkende

New pipeline versus new deal filter property?

lösung

@bwillems 

 

Since both pipelines have the same sales stages I would recommend creating a region deal property. It will make it easier to roll all of your deals up as well as break out by region.

Lösung in ursprünglichem Beitrag anzeigen

3 Antworten
ndwilliams3
Autorität

New pipeline versus new deal filter property?

lösung

I agree. If stages are all the same use a single pipeline and add a property to track region.

MikeLawson
Lösung
Mitwirkender/Mitwirkende

New pipeline versus new deal filter property?

lösung

@bwillems 

 

Since both pipelines have the same sales stages I would recommend creating a region deal property. It will make it easier to roll all of your deals up as well as break out by region.

bwillems
Teilnehmer/-in

New pipeline versus new deal filter property?

lösung

Thanks Mike!

0 Upvotes