Hey friends,

I'm looking for some suggestions on best practices for building our Deals blueprint/workflows.

We are a service business; we have several different lines of service that we offer for our clients to subscribe to.  Our clients can subscribe to Service A, Service B or Service C.  Clients can subscribe to any one or combination of services.  And each service requires us to go to the customer's site to perform an installation.  Sometimes we run into some technical difficulties during the install that prevents us from completing the installation and therefore the Deal is lost.  When the installation is complete and the subscription is "Active", this is when we consider the deal won.

Our Deal status looks something like this:

[Customer Commitment] > [Back Office Build] > [Installation Pending] > [Active}

So if we have 100 active subscriptions, our Deals module would show 100 Deals "Active".

My question is how to handle Deals when a subscriber eventually cancels their service?  After all, subscriptions don't last forever; eventually a subscriber cancels their subscription.  Can I add another Deal status called [Closed] where the deal lands after it's Active?  I'm afraid that when I move a Deal to Closed that it'll affect our historical data pertaining to how many Deals were Closed historically.

What's the best way to Close a deal when the subscriber is ready to end their subscription, so that it won't take away from the "win" that the sales rep had when they Activated the subscription months or years ago?

Thank you in advance for your thoughts on this.