We're excited to announce the addition of the Lost Reason filter for Opportunity widgets!

👀 What’s New?

  1. New Widget:
     Lost Opportunities by Reason widget now includes a breakdown of opportunities by lost reason.
  2. New Filter:
     Lost reason filter added to widget conditions for precise analysis.
  3. New Properties:
     Lost reason now available in Group and View by properties for widget configuration.
  4. Interlinked Properties:
     Dive deeper into specific lost reasons to uncover valuable insights.
  5. Table Widget Enhancement: 
    Lost reason column now selectable in table widget for opportunity insights.

👷 How It Works:

To add the new widget
  1. Head on to your Dashboard
  2. In Edit mode click on Add widget
  3. Choose "Lost Opportunities By Reason" under Opportunities
To filter out for a specific lost reason
  1. Add Status IS Lost in conditions
  2. Choose child filter to add a specific Lost reason.
To add lost reason column in table widget
  1. Create a table chart for opportunities
  2. Click on Select columns
  3. Choose lost reason
  4. Save your widget

⭐ Why it Matters:

  • Targeted Follow-Up: Personalize follow-up strategies based on specific reasons for opportunity loss, boosting re-engagement success.
  • Problem-Solving Precision: Pinpointing reasons for lost opportunities enables targeted solutions, enhancing sales strategies.
  • Focused Resource Allocation: Allocate resources to primary loss factors to optimize efficiency and fuel strategic growth.

📌 Important Note

Make sure to add Status IS Lost to enable Lost reason option in the Group and View by property