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CRM Win/Loss Report

Win/Loss Report

Comprehensive analysis of won vs lost deals including source effectiveness, loss reasons, and monthly trends.

Filters

  • Date Range (From/To) — Applies to won/lost/converted dates
  • Sales Team — Filter by team or show all

Section 1: Win/Loss Summary

  • Won Deals — Count and total revenue of won opportunities
  • Lost Deals — Count and total revenue of lost opportunities
  • Win Rate — Percentage of won deals out of total
  • Avg Days to Win — Average time from creation to winning
  • Avg Days to Lose — Average time from creation to losing

Section 2: Win/Loss by Lead Source

Columns: Source, Won Count, Lost Count, Win Rate %, Won Revenue, Lost Revenue

Shows which lead sources produce the highest conversion rates and revenue. Sorted by won count descending.

Section 3: Lost Reasons Breakdown

Columns: Reason, Count, % of Lost, Revenue Lost

Identifies the most common reasons for losing deals (e.g., "Too expensive", "Chose competitor", "No budget"). Sorted by frequency.

Section 4: Monthly Win/Loss Trend

Columns: Month, Won Count, Lost Count, Win Rate %, Won Revenue, Lost Revenue

Shows the last 12 months of win/loss data, sorted most recent first. Useful for identifying trends and seasonal patterns.

See Also