This idea has been merged into another idea. To comment or vote on this idea, please visit GOPR-I-36 Mark a client as an ex client and feed this into the Contact Hub.
There is no category for ex-clients. We don't want to delete these records as if there is future income reporting for the company then we want the income from ex-clients to be included.
We also want to be able to archive these records so they don't appear in the Contact Hub list or as an option when doing a proposal.
Guest
Hi Danielle
If I've understood correctly, and apologies if I've misunderstood, but are you recommending that previously won proposals should be edited and marked as lost when they renew?
If so, in my personal opinion no proposal should have their status changed ever whether won or lost. My suggestion would be that the system reads the end date of a proposal and a start date of a proposal and uses these parameters to know when to include any income on the Dashboard or in the revenue charts.
It will be a mammoth task for some of our clients to go through and mark previous proposals as lost or inactive before a renewal is done just to get a graph correct. I'm sure it will be an even bigger task for some GP firms that are larger than us.
Also, how would that impact the graphs as they show over years and we'd want any completed proposals (i.e. those being recommended to have their status changed) to be included in all revenue reporting historically otherwise it will skew the data if they are removed.
I think the task of what is and isn't included in revenue for the graphs or dashboard needs to go back to basics and design what it can read and do functionality wise without needing to change the status of historic data/proposals to get it to work. You only need one human error and the data is wrong.
Happy to have a call if easier to chat through
Helen :)
Regards the data Helen, it should all work correctly regarding proposals are being marked as lost when they are no longer active.
So if you do a renewal, you should mark the previous proposal as lost.
Perhaps inactive would be a better status for this.
What do you think?
Appreciate the feedback guys. We will leave it as a standard archive for now with the expectation that the user would mark an ex client as lost if revenue shouldn't count.
Hi Danielle
What do you mean when you say the "proposals will automatically be set to inactive/lost"??
We don't want the actual proposal to change it's status from Won as it was business. It is just the client that has been archived. For us it will be archived as they are no longer a client.
I think the proposals and the revenue graphs and the dashboard income figures are totally separate i.e. you should be changing the status of a proposal as the category of a client in the contact hub has changed.
I think the flaw in the revenue reporting is more around what is being included and what is the code behind the scenes taking from the proposals. It currently excludes one-off fee income but also what happens when a new monthly plan proposal is added and the fees are higher - will we see the revenue graphs increase? I think if you can design the parameters around what the revenue graphs and the dashboard should be including and excluding and where that data is pulled from then it will make the decision on what to code easier i.e. go back to the design and build forward rather than manipulate what's there to fit (square peg, round hole scenario).
Happy to have a call to chat through
Helen
Hi Danielle
From our point of view, I would just like to be able to mark a client as 'Archived' so that I know the client has been dealt with and no further action is required. I wouldn't want it to mark the client as 'lost' as it may still be an active client. We would just like the option to archive a client that no longer requires any action on our part and I would prefer the initial status, ie won, lost etc to remain but in the archive section. Our main reason for the archive section would be to tidy up the dashboard section to only show clients who require us to take action on.
@Danielle - so am I correct in understanding that even though we could have billed revenue to a [now] ex-client previously, this revenue would not be included in the dashboard figure once the contact has been archived?
Question on this one guys..
Are we happy that for all archived contacts, proposals will automatically be set to inactive/lost?
This means client value graphs come to a halt and revenue no longer counts on your dashboard for those proposals.
This 'archive' option is a great idea as it will allow the user to be able to 'tidy' up the dashboard so that only ongoing 'active' proposals can be seen.