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How to Understand the Lost Reasons Report Download Results

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Learning Center Mekari
  • Updated

The Lost Reasons report displays two sheets, namely Deals by Lost Reasons and Deals List.

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In the Deals by Lost Reason sheet, a list of each user is displayed with the number of Lost Deals in each Lost Reason category. This report can be displayed based on the desired Pipeline, User, and Time filters. Lost Reason categories will be displayed based on Count, Amount (Deal Size), and Percentage.

On the Deals List sheet, shown in detail:

  • Deal Name = List of Lost Deals names.
  • Lost Reason = List of categories of reasons for each Lost Deal.
  • Owner = Ownership of each of the Lost Deals.
  • Currency = Currency of Lost Deals.
  • Amount = Number of Deals / Deal Sizes.
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