Hello!
We currently have a handful Deals Lost in he sales pipeline- and would like to check if there is any function to state the reason why we lost the opportunity among the deal stages?
Hi @MariaDP,
The easiest way to do this is via a deal report.
- Start building a report in the custom report builder: Create reports with the custom report builder
- Choose Deals as data source
- Filter the report by deals where the lost explanation is known
- Choose a pie chart visualization
- Drag and drop the Count of deals and lost explanation from the left sidebar into the chart settings in the middle
If you’re getting stuck, let me know!
Best regards
Hey @MariaDP! To add to @karstenkoehler’s recomendation, I find that it’s much easier to report on Closed Lost Reason if the field type is dropdown select rather than open text. That way the sales team is picking the closed lost reason from a menu of predetermined options, which makes reporting WAY easier than if they were typing out the reason every time!
The options in your dropdown can be whatever makes the most sense for your organizaiton, but here’s an example:
