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.