Want insight into why you are losing business? Use the Losses report to determine how much you're losing, and why. Easily analyze your lost deals to understand when and why you're not winning business.
The Losses report is an easy way to get insight into not just how many leads you've lost over a given period of time, but also the value those leads were worth to your company.
This report automatically includes all Lost and Cancelled leads in your Nutshell account.
Segment the report by Outcome to compare the reasons you're losing deals, or segment by Competitor to measure the importance of changing your strategy.
How to access the Losses Report
Simply click on Reports > Losses:
How to use
With the Losses Report, you can:
- Choose the time period you’d like to review
- Segment the Chart and Details Overview by common attributes: Outcome, Competitor, Product, Assignee, Territory, Source, and Tag
- Toggle the Y Axis by $ Value or # Quantity
- Filter the report from anything between your Custom Field, Company Types, Industries, or a particular Company.
Click the Segment by button to segment the chart and Details overview by Outcome, Competitor, Product, Assignee, Territory, Source, and Tag. We recommend segmenting by Outcome to see why you're losing your most valuable leads, or segmenting by Competitor to see to whom you're losing the most business.
Click the Date Button in the upper right-hand corner of the report to filter by time period. Options are:
- Last 30 days, Last 90 days, Last 365 days, This month, This quarter, This year, This fiscal year, Last month, Last quarter, Last year, Last fiscal year, and Custom
Value vs Quantity
Click the $ Value or # Quantity buttons to toggle the data in the chart by the total value of the leads that have been lost or the number of leads that were lost.
You can use the filter icon to filter by even more options. Narrow down your report on a particular Company Type, Industry, or the # of Activities and Emails with that Lead and its related Companies and People.
The Details tab shows the total of each bar in the chart, by your chosen increment (day, week, month, quarter, year) and value vs quantity. This is a great way to analyze trends on why our leads are closing.
The Leads tab includes a list of every lost lead that is included in your chart. The Leads tab is useful for identifying trends and outliers. The list will include all the data fields available from the Leads list page and allows you to customize the columns you're viewing.