Lost Sales Report
The report shows orders and line items that were deleted and the reasons for the removal. You will also see the value of the lost deals. Use this report to keep track of lost deals and orders. You can also schedule the report so you receive it daily, weekly, or monthly.
To access this report, you need the User Permission 'Lost Sales Report'.
To view data for all users, not just your own, you also need the sub-permission 'View All Users'.
You can use the search fields to narrow down the results of the report by options such as specific rep, the lost sales reason, probability, publication, and date range.
The data is shown in a table format, and will include information about the lost sale, such as rep, company, and sales value. It also shows the type of lost sale (Order or Forecast), as well as the Lost Reason, and any comments entered by the rep.
If an individual item was deleted, you'll see a '1' under the # of Items column. If a full order was deleted, then in this column you will see how many line items were deleted from the order.
The Service Sales, Issue Sales, and Contract Sales columns are all interconnected.
If it's an individual item that was deleted, then you'll see its value under either the Service Sales or Issue Sales column, depending on what type of product it is. The total under those columns will match the Contract Sales value, since it is for a single line item.
If multiple items on an order were deleted, then you may see values showing under both the Service Sales and Issue Sales columns, if different product types were deleted from the order. In this scenario, the Contract Sales column will be the total of the Service and Issue Sales columns.
Tip
You may wish to review your System Configuration ‘Provide Lost Sales Reason’. You can set the configuration to yes, no, or required. The configuration may affect the results of this report, as if you do not require a lost sales reason, you will likely see less comments and lost reasons in the report.
Updated 3/26/2025