CRM Win Rate & Lost Reason Analytics

Reason Categorization

• 7 standard categories: Pricing, Timing, Competitor, No Budget, No Response, Not a Fit, Other
• Default native lost reasons pre-mapped to appropriate categories out of the box
• New user-created reasons default to "Other" so data is never blank
• Category column integrated directly into Lost Reasons list and form views
• Automated post-install backfill categorizes pre-existing CRM records

Loss Capture & Context

• Mandatory reason selection enforced whenever marking any opportunity lost
• Consistent validation across both Kanban "Lost" and Form "Mark Lost" buttons
• Dedicated Lost Note field stored directly on lead for qualitative context
• Preserves native chatter closing feedback while isolating clean reporting data
• Automatic cleanup of reason, category, and lost note when restoring a lead

Analytics Dashboard

• Dedicated single-page dashboard at CRM > Reporting > Win Rate Dashboard
• Executive KPI summary cards for Win Rate %, Won Deals, and Lost Deals
• Interactive donut chart visualizing lost deal share by reason category
• Salesperson win-rate comparison and stage drop-off funnel visualizations
• Instant multi-filtering by Date Range, Sales Team, and Salesperson
• Companion pivot and graph views for ad-hoc aggregation and Excel export

What’s included

Structured lost reason categorization system

Mandatory reason enforcement on Mark Lost wizard

Dedicated Lost Note field stored on lead record

Interactive Win Rate & Loss Analytics dashboard

Loss category distribution donut chart

Salesperson win rate and stage drop-off metrics

Interactive date, sales team, and rep filters

Seamless upgrade hook for pre-existing pipeline data

Dependencies

Screenshots

Categorized Lost Reasons

Mandatory Reason Validation

Mark Lost Wizard with Context Note

Opportunity Form with Traceable Lost Record

Interactive Win Rate & Pipeline Analytics Dashboard