Win / Loss Analysis
Why you win and lose deals.
Overview
Win / Loss Analysis compares won and lost opportunities, with the reasons recorded at close, so you can see patterns by stage, source or rep.
When to use win / loss analysis
- You review lost deals.
Step by step
In the Crm module open Pipeline in the green navigation bar, then choose Win / Loss Analysis under Analysis.
Screenshot for this step has not been captured yet — run npm run docs:flow.
Screenshot for this step has not been captured yet — run npm run docs:flow.
Permissions
These permission keys control access (granted to roles in Administration → Roles & Permissions):
- crm.report.read