We're excited to announce the addition of the Lost Reason filter for Opportunity widgets!
š Whatās New?
- New Widget:Lost Opportunities by Reason widget now includes a breakdown of opportunities by lost reason.
- New Filter:Lost reason filter added to widget conditions for precise analysis.
- New Properties:Lost reason now available in Group and View by properties for widget configuration.
- Interlinked Properties:Dive deeper into specific lost reasons to uncover valuable insights.
- Table Widget Enhancement:Lost reason column now selectable in table widget for opportunity insights.
š· How It Works:
To add the new widget
- Head on to your Dashboard
- In Edit mode click on Add widget
- Choose "Lost Opportunities By Reason" under Opportunities
To filter out for a specific lost reason
- Add Status IS Lost in conditions
- Choose child filter to add a specific Lost reason.
To add lost reason column in table widget
- Create a table chart for opportunities
- Click on Select columns
- Choose lost reason
- Save your widget
ā 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.
š Imp Note
Make sure to add Status IS Lost to enable Lost reason option in the Group and View by property
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