Find Out Why Deals Are Lost
Use Cases:
- Find out why deals are being lost and how much revenue it costs.
- Spot the most common lost reasons and their financial impact.
- Use this data to fix issues in your sales process.
- Focus training or resources on the top reasons deals fall through.
Prompt
Build a summary report of Opportunities with Stage = Closed–Lost in the last <N months>, grouped by Lost Reason, showing count and total Amount.
Related use cases
Audit Your Lead Conversions
See which reps convert best and where leads stall.
“Break down leads created in the past 1 year into Converted vs Unconverted and show conversion rate. Also give me a conversion rate by lead owner”
Track Your Lead Pipeline
Instant table of recent leads by owner, status, and date.
“Create a tabular report listing Leads created in the past <N days> with columns Lead Owner, Status, Created Date, and Converted Date.”
Auto-Create Renewal Opportunities
Generate next-year renewals on every Closed Won.
“Create a flow that generates a renewal opportunity in the same account whenever an opportunity moves to Closed Won, with close date set to 1 year from today and the same owner as the original opportunity.”
Related How-To Guides
How to Create Salesforce Reports
Learn how to create custom Salesforce reports to analyze your data, track performance, and make data-driven decisions.
How to Create Opportunity Reports in Salesforce
Learn how to build reports on Opportunities to track pipeline, forecast revenue, and analyze sales performance.