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Sales Results: Won/Lost
Sales Results: Won/Lost
Andrew Martin avatar
Written by Andrew Martin
Updated over a year ago

Won / lost sales report shows the evolution of your sales results and sales conversion in the period selected; how many opportunities you lose and what is their value. Columns indicate won, lost and open count or value per month. The green and yellow curves present win ratio for value and count by percents.

Lost by reasons report illustrates the reasons for losing the deals. Do you lose to competitors or the price seems too high? or… perhaps you do not fulfil customer requirements. The clearly visible loss reasons will help you to understand why do you fail to close some deals.

To see the report navigate to Insights > Sales Results > Won/lost

Note: Insights module is available for Enterprise Plan users only.

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1. Won / lost. By creation date

1.1. What information is displayed in the report?

won-lost-deals-report-by-creation-date-insights-Teamgate-CRM.png

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Title

Description

1

Full screen

Enables Full Screen.

2

Display by quantity

The button allows to change the calculations by quantity.

3

Display by value

The button allows to change the calculations by the value.

4

Time frame selection

Lets you choose the desired time frame.

Available time frames:

  • This month;

  • Last month;

  • This quarter;

  • Last quarter;

  • This year;

  • Last year;

  • Custom range.

5

Percentage of deals won

Won deal % = number of won deals / total number of deals in the selected time frame.

6

The graph

According to the time frame selection the X axis interval ranges:

  • From 1 day to 14 days - daily intervals;

  • From 16 days to 31 days - monthly intervals;

  • From 1 month to 24 months - monthly intervals;

  • From 25 months - yearly intervals.

7

Legend

  • Green - won deals value / won deals count;

  • Blue - open deals value / open deals count;

  • Red - lost deals value / lost deals count;

  • Green - percentage of the deals won by quantity;

  • Yellow - percentage of the deals won by value.

8

Filter by tag

Report breakdown by tag.

9

Filter by user

Report breakdown by user.

Note: Certain users might not be available for selection due to visibility restrictions set in Roles and Permissions. For more information please visit: Roles & Permissions support page

10

Filter by pipeline

Report breakdown by pipeline.

11

Period

The list of time intervals. (See explanation 6.)

12

Total opportunities

Sum of active and closed deals (By quantity)

13

Total value

Value of all open and closed opportunities. (By value)

14

Open count

Sum of active deals (by quantity) = new deals + deals from previous time interval.

15

Open value

Sum of active deals (by value) = new deals + deals from previous time interval.

16

Won count

Sum of won deals (by quantity).

17

Won value

Sum of won deals (by value).

18

Lost count

Sum of lost deals (by quantity).

19

Lost value

Sum of lost deals (by value).

20

Won % (count)

Won deals count % = number of won deals / total number of won deals within the time interval.

21

Won % (value)

Won deals value % = value of won deals / total valuer of won deals within the time interval.

2. Won / lost. By lost reasons

2.1. What information is displayed in the report?

The report shows how many deals were lost and what is the value of the lost deals during the selected time frame.

To learn more on how to set lost reasons see the article: Deals loss reasons.

lost-deals-by-reasons-report-insights-Teamgte-CRM.png

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Title

Description

1

Full Screen

Enables Full Screen.

2

Export

Allows to export data to a .xlsx file.

Note: system will export data in accordance with a filters applied.

3

Print version

Prepares the printed version of the graph and a table.

4

Display by quantity

The button allows to change the calculations by quantity.

5

Display by value

The button allows to change the calculations by the value.

6

Display by products

The button allows to change the calculations including the deals where products are added only. This display excludes the deals without the product added.

7

Time frame selection

Lets you choose the desired time frame.

Available time frames:

  • This month;

  • Last month;

  • This quarter;

  • Last quarter;

  • This year;

  • Last year;

  • Custom range.

8

Number of lost deals

Number of lost deals within the selected time frame.

9

List of loss reasons

List of loss reasons and the number or value of the lost deals.

10

Filter by tag

Report breakdown by tag.

11

Filter by user

Report breakdown by user.

Note: Certain users might not be available for selection due to visibility restrictions set in Roles and Permissions. For more information please visit: Roles & Permissions support page

12

Filter by pipeline

Report breakdown by pipeline.

13

Filter by product

Report breakdown by product.

14

The list of lost deals

Clicking on the deal's title will redirect to the lost deal's card.

15

Amount

The value of the deal.

16

Owner

The user of the system who is responsible for the deal.

17

Lost date

The date when the deal was marked as lost.

18

Reason

The lost reason selected when the deal was marked as lost.

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