Add a report to show won/loss by account
Need a report that will show the won/loss percentage by client (account).
Our Sales by Account report (https://app.futuresimple.com/reports/sales_by_client) shows the “won” percentage by client. I understand you’d like to see a similar report for lost deals, as well?
Thanks for your feedback!
Matt Tedder commented
The report I would be looking for provides a win/loss by customer. For example, if I have a customer I send several quotes to over the course of a year, it would be very helpful to understand the win percentage for that customer (e.g. 10 quotes to client X: 70% won, 30% lost). Breaking down the lost percentage into loss reason categories would also be very beneficial.