Sales Results: Won/Lost – Teamgate

Won / lost sales report shows the evolution of your sales results and sales conversion in the period selected; how many opportunities you lose and what is their value. Columns indicate won, lost and open count or value per month. The green and yellow curves present win ratio for value and count by percents.

Lost by reasons report illustrates the reasons for losing the deals. Do you lose to competitors or the price seems too high? or… perhaps you do not fulfil customer requirements. The clearly visible loss reasons will help you to understand why do you fail to close some deals.

To see the report navigate to Insights > Sales Results > Won/lost

Note: Insights module is available for Enterprise Plan users only.

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1. Won / lost. By creation date

1.1. What information is displayed in the report?

#	Title	Description
1	Full screen	Enables Full Screen.
2	Display by quantity	The button allows to change the calculations by quantity.
3	Display by value	The button allows to change the calculations by the value.
4	Time frame selection	Lets you choose the desired time frame. Available time frames: This month; Last month; This quarter; Last quarter; This year; Last year; Custom range.
5	Percentage of deals won	Won deal % = number of won deals / total number of deals in the selected time frame.
6	The graph	According to the time frame selection the X axis interval ranges: From 1 day to 14 days - daily intervals; From 16 days to 31 days - monthly intervals; From 1 month to 24 months - monthly intervals; From 25 months - yearly intervals.
7	Legend	Green - won deals value / won deals count; Blue - open deals value / open deals count; Red - lost deals value / lost deals count; Green - percentage of the deals won by quantity; Yellow - percentage of the deals won by value.
8	Filter by tag	Report breakdown by tag.
9	Filter by user	Report breakdown by user. Note: Certain users might not be available for selection due to visibility restrictions set in Roles and Permissions. For more information please visit: Roles & Permissions support page
10	Filter by pipeline	Report breakdown by pipeline.
11	Period	The list of time intervals. (See explanation 6.)
12	Total opportunities	Sum of active and closed deals (By quantity)
13	Total value	Value of all open and closed opportunities. (By value)
14	Open count	Sum of active deals (by quantity) = new deals + deals from previous time interval.
15	Open value	Sum of active deals (by value) = new deals + deals from previous time interval.
16	Won count	Sum of won deals (by quantity).
17	Won value	Sum of won deals (by value).
18	Lost count	Sum of lost deals (by quantity).
19	Lost value	Sum of lost deals (by value).
20	Won % (count)	Won deals count % = number of won deals / total number of won deals within the time interval.
21	Won % (value)	Won deals value % = value of won deals / total valuer of won deals within the time interval.

2. Won / lost. By lost reasons

2.1. What information is displayed in the report?

The report shows how many deals were lost and what is the value of the lost deals during the selected time frame.

To learn more on how to set lost reasons see the article: Deals loss reasons.

#	Title	Description
1	Full Screen	Enables Full Screen.
2	Export	Allows to export data to a .xlsx file. Note: system will export data in accordance with a filters applied.
3	Print version	Prepares the printed version of the graph and a table.
4	Display by quantity	The button allows to change the calculations by quantity.
5	Display by value	The button allows to change the calculations by the value.
6	Display by products	The button allows to change the calculations including the deals where products are added only. This display excludes the deals without the product added.
7	Time frame selection	Lets you choose the desired time frame. Available time frames: This month; Last month; This quarter; Last quarter; This year; Last year; Custom range.
8	Number of lost deals	Number of lost deals within the selected time frame.
9	List of loss reasons	List of loss reasons and the number or value of the lost deals.
10	Filter by tag	Report breakdown by tag.
11	Filter by user	Report breakdown by user. Note: Certain users might not be available for selection due to visibility restrictions set in Roles and Permissions. For more information please visit: Roles & Permissions support page
12	Filter by pipeline	Report breakdown by pipeline.
13	Filter by product	Report breakdown by product.
14	The list of lost deals	Clicking on the deal's title will redirect to the lost deal's card.
15	Amount	The value of the deal.
16	Owner	The user of the system who is responsible for the deal.
17	Lost date	The date when the deal was marked as lost.
18	Reason	The lost reason selected when the deal was marked as lost.