Opportunity Insights: Lost Reason Filter

We’re excited to introduce a powerful upgrade to your Sub Account Dashboards: the Lost Reason filter for Opportunity widgets.

Unlock targeted follow-up strategies by understanding specific reasons for lost opportunities, refine your sales approach with precise problem-solving, and optimize resource allocation by addressing primary loss factors.

What’s New?

1. New Widget: Explore the new Lost Opportunities by Reason widget, now showing why opportunities were lost.
2. Improved Filtering: Easily apply the Lost Reason filter to pinpoint specific reasons for opportunity loss.
3. Enhanced Widget Properties: Now, configure widgets to group and view data by the reasons opportunities were lost.
4. Insightful Analysis: Dive deep into each lost reason to uncover actionable data.
5. Table Widget Update: The Lost Reason column is now selectable in table widgets, providing quick insights into opportunity details.

How It Works:

Adding the new widget:

1. Go to your Dashboard.
2. Enter Edit mode and click Add widget.
3. Select “Lost Opportunities By Reason” under Opportunities.

Filtering for a specific lost reason:

1. Add “Status IS Lost” in widget conditions.
2. Choose a specific Lost reason from the filter options.

Adding the lost reason column in the table widget:

1. Create a table chart for opportunities.
2. Customize columns and select “Lost reason” for detailed insights.