If A Deal/job Is Archived, It Will Not Affect Your Metrics. The Data Will Still Be Included In Your Reports. If A Deal/job Is Deleted, It May Affect Your Active Pipeline View But The Historical Data In Reports Will Remain. We Will Review Both Cases In Detail Below.
1. Click On "Metrics"
2. Here We Can See Your Current Metrics, And For This Article Our Guide Will Be The “Sales” And “Total Jobs Won”
As We Can See, The Dashboard Displays The Overall Sales Amount Along With The Total Number Of Jobs Won, Which Will Help Us Understand How Archiving Or Deleting Deals/Job
3. Now Click On "Jobs Pipeline"
4. Now Click On The Three Dots
5. Click On "Archive"
6. Click On "Metrics" Again
7. As We Can See, After Archiving The Job, The Metrics Remain The Same. The Sales Amount And Total Jobs Won Did Not Change, Confirming That Archiving Does Not Affect Your Historical Data
8. Now Click On "Jobs Pipeline"
9. Now Click On The Deal To Be Deleted
10. Click On The Three Dots
11. Click On "Delete"
12. Click On "Yes, delete it!"
13. And Click On "OK"
14. Click On "Metrics"
15. Now We Can See That The Metrics Change After Deleting The Job
The Sales Amount And Total Jobs Won Decreased, Which Confirms That Deleting A Deal/Job Directly Impacts Your Current Metrics.
If you need any assistance with this, please don’t hesitate to contact DripJobs Customer Support or the HelpDesk.