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Improvement
2 months ago

📉 New Dashboard Chart: Quotation Lost Reasons

Understanding why quotations are being lost is just as important as knowing how many. We've added a brand new Quotation Lost Reasons chart to the Dashboard > Overview page, giving your sales team instant visibility into the reasons opportunities are slipping away.

The new donut chart provides a clear breakdown of all recorded lost reasons, helping you quickly identify trends such as pricing, transport, availability, or any custom reasons configured within your CRM.

Benefits include:

  • 📊 Instant visual breakdown of quotation loss reasons
  • 💷 Identify common causes of lost revenue
  • 🎯 Spot trends to improve pricing, availability and sales strategy
  • ⚙️ Fully supports your existing quotation lost reason configuration
  • 📈 Make more informed commercial decisions with real-time insight

A simple addition that helps turn lost quotations into future wins.

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