We’re thrilled to let you know about the addition of the Lost Reason filter for Opportunity widgets!
👀 What’s New?
1. New Widget: The widget for Lost Opportunities by Reason now includes a breakdown of opportunities by lost reason.
2. New Filter: We’ve added a Lost reason filter to widget conditions for more accurate analysis.
3. New Properties: Lost reason is now accessible in Group and View by properties for widget configuration.
4. Interlinked Properties: You can now dig deeper into specific lost reasons to discover valuable insights.
5. Table Widget Enhancement: The Lost reason column is now selectable in the table widget for opportunity insights.
👷 How It Works:
To add the new widget
1. Go to your Dashboard
2. Click on Add widget in Edit mode
3. Select “Lost Opportunities By Reason” under Opportunities
To filter out for a specific lost reason
1. Add Status IS Lost in conditions
2. Select 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: Create personalized follow-up strategies based on specific reasons for opportunity loss, resulting in a higher probability of re-engagement success.
– Problem-Solving Precision: Determining reasons for lost opportunities allows targeted solutions, enhancing sales strategies.
– Focused Resource Allocation: Assign resources to primary loss factors in order to enhance efficiency and facilitate strategic growth.
📌 Important Note
Be sure to add Status IS Lost in order to enable the Lost reason option in the Group and View by property