Deal value not achieved, how to record this

Wellfish
Wellfish Member Posts: 8 VERIFIED MEMBER
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.

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Best Answer

  • Sophie
    Sophie Pipedrive Team Posts: 203 PIPEDRIVE TEAM
    Third Anniversary 100 Comments 5 Answers 5 Likes
    #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 VERIFIED MEMBER
    First Comment
    #3

    Hi Sophie

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

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