Loss Reason Report
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.
Build ReportsGTM/BusinessRevOps Insights
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.
More use cases like this
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.


