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.

📌 Imp Note

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

ℹ️ Learn more

1. Custom widgets
2. Custom Dashboards
3. Dashboards on snapshots