Deleted deals appear in my reports

nenj
nenj Member Posts: 1 VERIFIED MEMBER
in Sales CRM #1


Hi,

Looking into inconsistent data in a deal report, I realised some deleted deals are counted.

The report is a histogram plot. Clicking on a bar opens the detailed deal list. One deal appears as Status = Won, but clicking on the deal page shows it has actually been deleted.

There is therefore an inconsistency between the 'Status' field processed in the report and the 'Status' shown in the deal details.

There is no way to filter these deleted deals out, since the 'Deleted' option does not show. I can only pick between 'Won', 'Lost' or 'Open' deals.

Any help?

Thanks


From the report list: (Gagnée = Won in French)

Screenshot 2023-12-10 at 20.28.08.png

said deal #1510 has actually been deleted:

Screenshot 2023-12-10 at 20.28.29.png


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Answers

  • Jared
    Jared Member Posts: 53 VERIFIED MEMBER
    5 Answers 10 Comments 5 Likes Combo Breaker
    #2

    @nenj I have dealt with this situation before as well, and what I have found to work is to mark the deals as "lost".

    Why are you deleting the deal in the first place? Is it a duplicate?

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