Account Dashboards: Lost Reason Filter for Opportunity widgets
We’re excited to announce the addition of the Lost Reason filter for Opportunity widgets!
# 👀 What’s New?
1. **New Widget:** Lost Opportunities by Reason widget now includes a breakdown of opportunities by lost reason.
2. **New Filter:** Lost reason filter added to widget conditions for precise analysis.
3. **New Properties:** Lost reason now available in Group and View by properties for widget configuration.
4. **Interlinked Properties:** Dive deeper into specific lost reasons to uncover valuable insights.
5. **Table Widget Enhancement: **Lost reason column now selectable in table widget for opportunity insights.
# 👷 How It Works:
**To add the new widget**
1. Head on to your Dashboard
2. In Edit mode click on Add widget
3. Choose “Lost Opportunities By Reason” under Opportunities
**To filter out for a specific lost reason**
1. Add Status IS Lost in conditions
2. Choose child filter to add a specific Lost reason.
**To add lost reason column in table widget**
1. Create a table chart for opportunities
2. Click on Select columns
3. Choose lost reason
4. Save your widget
# ⭐ Why it Matters:
– **Targeted Follow-Up: **Personalize follow-up strategies based on specific reasons for opportunity loss, boosting re-engagement success.
– **Problem-Solving Precision:** Pinpointing reasons for lost opportunities enables targeted solutions, enhancing sales strategies.
– **Focused Resource Allocation: **Allocate resources to primary loss factors to optimize efficiency and fuel strategic growth.
# 📌 Imp Note
Make sure to add Status IS Lost to enable Lost reason option in the Group and View by property
# ℹ️ Learn more
1. [Custom widgets](
2. [Custom Dashboards](
3. [Dashboards on snapshots](
