Accepted Deals Reports
Is there a way to report on the value of accepted estimates for the month? I have the problem of not knowing the value of accepted estimates, I have a report of the won deals but that is not until the deal has been paid in full. Any suggestions?
Comments
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Not sure how you specifically have you system organized. Sounds like you don't mark it was won until its paid. Whereas we mark a deal as won when its accepted. We deal will revenue and accounting in a totally different system.
So you will need to "tell" pipedrive that the proposal has been accepted to get that information from it. First suggestion would be to create a final stage called 'accepted' and if the estimate is accepted put the deal in that stage and then you can get the info in a report. You other option would be to create a deal details field that the salesperson would mark as accepted. You could get a report based on that info. Hope that helps.
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Brad Krause said:
Not sure how you specifically have you system organized. Sounds like you don't mark it was won until its paid. Whereas we mark a deal as won when its accepted. We deal will revenue and accounting in a totally different system.
So you will need to "tell" pipedrive that the proposal has been accepted to get that information from it. First suggestion would be to create a final stage called 'accepted' and if the estimate is accepted put the deal in that stage and then you can get the info in a report. You other option would be to create a deal details field that the salesperson would mark as accepted. You could get a report based on that info. Hope that helps.
Thank you for the idea! I got it and that will work great. Thank you again
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Brad Krause said:
Not sure how you specifically have you system organized. Sounds like you don't mark it was won until its paid. Whereas we mark a deal as won when its accepted. We deal will revenue and accounting in a totally different system.
So you will need to "tell" pipedrive that the proposal has been accepted to get that information from it. First suggestion would be to create a final stage called 'accepted' and if the estimate is accepted put the deal in that stage and then you can get the info in a report. You other option would be to create a deal details field that the salesperson would mark as accepted. You could get a report based on that info. Hope that helps.
even with all those typos you understood me. I'm impressed.
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Brad Krause said:
Not sure how you specifically have you system organized. Sounds like you don't mark it was won until its paid. Whereas we mark a deal as won when its accepted. We deal will revenue and accounting in a totally different system.
So you will need to "tell" pipedrive that the proposal has been accepted to get that information from it. First suggestion would be to create a final stage called 'accepted' and if the estimate is accepted put the deal in that stage and then you can get the info in a report. You other option would be to create a deal details field that the salesperson would mark as accepted. You could get a report based on that info. Hope that helps.
being in the construction industry have to be able to read between the lines haha
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