The win/loss analysis shows what makes your deals win or lose. Win/loss analysis button of the opportunity views (address: /crm/opportunities/analysis).
It covers the deals closed during the chosen period (the last twelve months by default), within your read scope. Filter by pipeline and by owner.
Key figures
- Won and lost: their number and amount, currency by currency (no implicit conversion);
- Win rate: won ÷ (won + lost);
- Average cycle: average number of days between the creation of a won deal and its closing.
Details
- Loss reasons and win reasons: how many deals, and what amount, for each reason. Reasons are chosen when closing; your administrators manage them in the picklists.
- Competitors: for each competitor, the deals where it was involved, those won against it and those lost to it.
- Exit stage: the last open stage before closing. Many losses at the same stage point to a weak spot in the sales cycle.
- Average time per stage: the average time spent in each stage by the deals closed in the period.