Why is the number of deals for the Deal Pipeline View different from the number in the Deal List View?

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Why is the number of deals for the Deal Pipeline View different from the number in the Deal List View?

In ActiveCampaign, managing sales pipelines effectively is crucial for tracking deals throughout different stages. One common question that arises pertains to the differences in deal counts displayed across the Deal Pipeline View and the Deal List View. Understanding these discrepancies is essential for users to accurately track their sales metrics and manage their workflows.

Introduction

The Deal Pipeline View and the Deal List View serve different purposes in displaying deal information. The Deal Pipeline View provides a visual representation of deals categorized by their status within a sales pipeline, while the Deal List View offers a more traditional list format, allowing users to filter deals based on specific parameters. The count of deals displayed in each view may differ due to the influence of filter settings applied in the respective views, leading to potential confusion.

How to Access This Feature

To access the deal views, navigate to the Deals section of ActiveCampaign. From there, you can choose between different viewing options:

1. Click on the Deals tab in your ActiveCampaign dashboard. 2. Select the appropriate view by clicking on the corresponding icon:

  - For the Deal Pipeline View, click the three-column icon.
  - For the Deal List View, click the hamburger icon (☰).

Step-by-Step Instructions

1. **Viewing Deals in the Varies Pipelines**:

  - In the Deal Pipeline View, observe the total deal count displayed in the upper left corner. This number represents all deals in that pipeline, regardless of the current filter.
  - In the Deal List View, the deal count reflects the current filter settings.

2. **Understanding the Filters**:

  - In the Deal Pipeline View, the Status filter can be set to Open, Lost, or Won. If the Status filter is set to Open, only deals with this status will be displayed in the column view.
  - In contrast, when viewing the same pipeline in the Deal List View, the deal count will adjust according to the selected filter. If only the Open deals are visible, the count shown will reflect that number, potentially leading to perceived discrepancies.

3. **Seeing All Deals**:

  - To review all deals irrespective of their status, switch to the Deal List View and set the Status filter to All. This adjustment allows users to see a complete tally of deals within the pipeline.

Configuration Options and Settings

When working with deals, users can configure several options that influence the display and counting of deals:

- Status Filter: This can be set to view deals in different states:

   - Open
   - Won
   - Lost

- All Deals View: Switch to the All filter in the Deal List View to see comprehensive deal data.

Best Practices and Tips

1. **Always Verify Filters**: Before drawing conclusions about deal counts, ensure you check which filters are applied in the current view. 2. **Regularly Review Pipeline Performance**: Utilize the visual insights provided by the Deal Pipeline View to manage deal flow effectively. 3. **Utilize the List View for Detailed Overviews**: For comprehensive metrics, leverage the Deal List View to assess all deals and their statuses together.

Common Use Cases with Examples

- **Scenario 1**: A sales representative looks at the Deal Pipeline View and sees a total count of 6 deals but only 4 of them are marked as Open. This means that 2 deals are in either the Won or Lost categories and won't appear in this filtered view.

- **Scenario 2**: Upon switching to the Deal List View and applying the Open status filter, the representative observes that the count remains at 4, directly reflecting the deals that are currently active.

- **Scenario 3**: If the representative wants to get an overview of the entire pipeline, they switch to the Deal List View and set the Status filter to All, allowing them to see the 6 deals once more, which includes the two already closed deals.

Troubleshooting

- If you notice discrepancies in deal counts, double-check that you have set the correct filters. Misunderstanding filter roles often leads to confusion regarding the number of displayed deals. - In case the numbers still appear inconsistent, clearing your browser's cache or refreshing the page might resolve the issue.

Related Features

- Deals - Automation - Sales Engagement

FAQ

Q1: Why do I see a different number of deals in the Deal Pipeline View compared to the Deal List View? A1: The count reflects the filters applied in each view. The Deal Pipeline View shows a total of all deals in the pipeline, while the Deal List View adjusts based on the selected status filter.

Q2: How can I see all deals regardless of their status? A2: Switch to the Deal List View and set the Status filter to All to display every deal in the pipeline.

Q3: What happens if I want to see only my open deals? A3: In both views, set the Status filter to Open to view only active deals.

Q4: Can I customize the filters applied to my deals? A4: Yes, you can customize filter settings in the Deal List View to a variety of statuses for tailored insights.

Q5: What does the deal status indicate? A5: The Status indicates the current standing of a deal, which can be Open, Won, or Lost.

Q6: Why might my deal count not match what my team reports? A6: This could be due to different filter settings among team members. Always confirm which filters are applied when comparing numbers.

Q7: How can I manage deals effectively in ActiveCampaign? A7: Regularly utilize the Deal Pipeline View for tracking progress and the Deal List View for detailed assessments to manage your sales processes efficiently.

By understanding the nuances between the Deal Pipeline View and the Deal List View, users can navigate their sales processes with greater clarity and accuracy. ```