Lost deals can be a drag, no one likes to lost business!
However analysing your lost deals can be as important as reviewing your successes. Knowing where you are going wrong isolates snags in your Pipeline, you can then make a decision how you address this with your sales reps.
To Mark a Deal as Lost.
- Under Deals head over to Mark Lost
Now, under the reports tab;
- Go to Lost Deals
- Filter Lost Deals tab by quarter, year or count.
Observe the stats on which stages you lost the deals, in graphic format, or numerically based.