Lost deals, reopened to keep history, but wont show in report as DEAL created date old.

Sara Orsborn

Deals have been WON, and then months down maybe LOST. Pipedrive then takes them out reporting as WON 6 months ago. Also next question, if have LOST DEAL... and then they are reopened a year down track as they are back as customer & we want all the history. But doesnt show in reporting as not NEW DEAL and reporting is on deal created date. Any work arounds here? Thanks

Liz (Ops Designed)

Hi @Sara Orsborn  - Great question! You are correct, a deal will only ever "hold" one final status - won or lost. What you want to do in your case, is have a unique deal for each new won/loss opportunity. 

I think the issue you're bringing up is the inability to see the history for the previously won/lost deal in the new deal. Yes, there's no way around this in the deal view, BUT if you zoom out to look at the person (....pipedrive.com/person/1234), you'll see all of the notes/activities, etc. from all won/lost deals connected to that person.

So, here's what I recommend:

1. A deal has been WON, and then months down maybe LOST
   1. Keep the deal as won. When there's a new sales opportunity with the same person, create a new deal and track it in your pipeline again all of the way through to Won/Lost (Lost in this case)
2. Have a LOST DEAL... and then they are reopened a year down the track as they are back as customer & we want all the history.
   1. Keep the original deal as lost. Open a new deal to track the new sales opportunity and again, track it in your pipeline through to Won/Lost (Won in this case)

Hope that helps!

Sara Orsborn

Liz Peterson said:

Hi @Sara Orsborn  - Great question! You are correct, a deal will only ever "hold" one final status - won or lost. What you want to do in your case, is have a unique deal for each new won/loss opportunity. 

I think the issue you're bringing up is the inability to see the history for the previously won/lost deal in the new deal. Yes, there's no way around this in the deal view, BUT if you zoom out to look at the person (....pipedrive.com/person/1234), you'll see all of the notes/activities, etc. from all won/lost deals connected to that person.

So, here's what I recommend:

1. A deal has been WON, and then months down maybe LOST
   1. Keep the deal as won. When there's a new sales opportunity with the same person, create a new deal and track it in your pipeline again all of the way through to Won/Lost (Lost in this case)
2. Have a LOST DEAL... and then they are reopened a year down the track as they are back as customer & we want all the history.
   1. Keep the original deal as lost. Open a new deal to track the new sales opportunity and again, track it in your pipeline through to Won/Lost (Won in this case)

Hope that helps!

Thanks for this. Appreciate your suggestions.

1. If you dont lose deals, it then affects the insights reporting not showing LOST & WON in the correct months.
2. Lost deal & setup new deal. You dont have all the history in the deal that you need