Deal value not achieved, how to record this

Wellfish
Wellfish Member Posts: 8
First Comment
edited March 21 in Sales CRM #1

If a deal does not achieve the potential target, what can I do to ensure that insights picks this up and does not count the "potential" value, but does count the actual value. I would prefer to not alter the Deal potential value to the actual value as this would conceal the loss in projected income.

We do not use PD for invoicing.

Best Answer

  • Sophie
    Sophie Pipedrive Team Posts: 134 PIPEDRIVE TEAM
    First Answer First Comment 5 Likes First Anniversary
    #2 Answer ✓

    Hi @Wellfish,

    I would recommend creating a new monetary deal-type custom field in your account and then using this field to log the actual value of your deal. Then you can create a deal performance report that will show you value in that monetary custom field (actual value) instead of the deal potential value field!

    I hope this helps!

Answers

  • Wellfish
    Wellfish Member Posts: 8
    First Comment

    Hi Sophie

    Thank you very much for the very helpful tip. I shall get started on that right away :)