Opportunity Widgets | Lost Reason Filter

Opportunity Widgets | Lost Reason Filter

Software Updates

May 27, 2024 ● 2 min read

A business wants to understand why certain sales opportunities are not closing. Using the Opportunity Widgets Lost Reason Filter, they create a pie chart and table to categorize and review the reasons for lost deals, enabling them to address common issues and improve their sales process.

Opportunity Widgets | Lost Reason Filter: This feature allows businesses to categorize and analyze lost opportunities by specific reasons within the CRM, enhancing data insights and decision-making.

⭐️ Why Does It Matter To Your Business?

  • Detailed Insights: Businesses can now filter and display lost opportunities by specific reasons, improving their understanding of why deals are lost.

  • Enhanced Customization: Customizable widgets enable businesses to create tailored views of lost opportunities, including pie charts and tables.

  • Improved Decision-Making: Analyzing lost opportunities by reason helps businesses identify patterns and areas for improvement, leading to better business strategies.

⭐️ How To Use Opportunity Widgets | Lost Reason Filter:

  1. Access the “Dashboard” tab from the left navigation menu and click on the Edit Dashboard icon.

  2. Click on the +Add Widget” button.

  3. Click on “Opportunities.”

  4. Select the newly added “Lost Opportunities By Reason” Widget.

  5. Now click on the pie chart icon, then click on Configure. The group should be lost for various reasons.

  6. Click on the Line icon, then click on Configure. “View by” should be Lost reason.

  7. Click on conditions, select condition AND/OR, and then click on “+ Add Lost Reason.”

  8. Select the Reason. For example, I select the reason “Out of Budget” and hit the save button.

  1. Here you can see the added lost Reason Opportunity Widget on the dashboard

This feature empowers businesses with detailed insights into lost opportunities, driving improved decision-making and business growth within the CRM.

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