Thanks for the tag Jared R.. Generally speaking if pilots occurred greater than 70% of the time I would encourage a dedicated stage in the pipeline called pilot.
With pilots occurring less than 20% of the time, having that dedicated stage will eventually lead to incorrect data in your deal progression numbers.
What I will usually do in this instance is have a “Pilot Y/N” drop-down field that can be selected if a deal is a pilot and also ensure that the deal name ends in - Pilot.
When I run reporting I can include or exclude the pilot information so that my deal conversion rates do not get messed up. I create a similar field that allows us to track. The pilot conversion to a complete sale. Drop me a DM if you would like to discuss further.
