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

Sara Orsborn
Sara Orsborn Member Posts: 18
First Anniversary 5 Likes 5 Up Votes Combo Breaker
edited January 2023 in Sales CRM #1

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

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Answers

  • Liz (Ops Designed)
    Liz (Ops Designed) Member Posts: 211
    First Answer 5 Likes First Comment First Anniversary
    edited May 2022 #2

    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
    Sara Orsborn Member Posts: 18
    First Anniversary 5 Likes 5 Up Votes Combo Breaker
    edited May 2022 #3
    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

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