We’re thrilled to introduce the new addition of the Lost Reason filter for Opportunity widgets!
👀 What’s New?
1. New Widget: The Lost Opportunities by Reason widget has been expanded to include a detailed breakdown of opportunities based on the reason they were lost.
2. New Filter: We’ve introduced a lost reason filter to widget conditions for more accurate analysis.
3. New Properties: The lost reason is now accessible in Group and View by properties for widget configuration.
4. Interlinked Properties: Delve into specific lost reasons to discover invaluable insights.
5. Table Widget Enhancement: A lost reason column can now be selected in the table widget for better understanding of opportunity insights.
👷 How It Works:
**To add the new widget**
1. Head over to your Dashboard
2. Click on Add widget in Edit mode
3. Select “Lost Opportunities By Reason” under Opportunities
**To filter for a specific lost reason**
1. Include Status IS Lost in conditions
2. Add a child filter for a particular Lost reason.
**To add lost reason column in table widget**
1. Generate a table chart for opportunities
2. Click on Select columns
3. Select lost reason
4. Save your widget
⭐ Why it Matters:
– Targeted Follow-Up: Customize follow-up strategies based on the specific reasons for opportunity loss, thereby increasing the chances of successful re-engagement.
– Problem-Solving Precision: Identifying the reasons for lost opportunities allows for the creation of targeted solutions, thereby improving sales strategies.
– Focused Resource Allocation: Allocate resources to the primary loss factors to enhance efficiency and pave the way for strategic growth.
📌 Important Note
Remember to include Status IS Lost to activate the Lost reason option in the Group and View by property.
ℹ️ Learn more
You can find more information on topics such as custom widgets, multiple dashboards, and how to load snapshots with dashboards.