Lost Opportunities Report

Learn about your filtering and column options within the Lost Opportunities Report

Navigate to your Venue > Reports & Budgets > Reports

The Lost Opportunities Report shows what opportunities have been lost over a period of time, and what the reason was. Staff can optionally type in the property that the business was lost to (if known).

Find out more about Defining Your Opportunities Stages, this is where you can manage the reasons for lost business.

You are able to apply the following filters and show/hide each column to find the data set required.

Filters

Start Date	End Date	Reason	Opportunity Source
Opportunity Stage	Opportunity Industry	Event Start Date	Event End Date

Columns

Name	Company	Contact	Sales Person
Lost Date	Lost Date Day	Description	Stage Reason
Lost to Property	Value Ex GST	Venue	Created Date
Created Date Day	Age	Source	Industry Name
Coordinator	Quote Document Created	Days variance from Opportunity Received to Quote Created	Total Square Meters
Total number of blocked spaces	Contract Created date/time days variance from first Quote Created to first Contract Created	Event Start Date	Event End Date

Exporting/ Printing your Report

Once you have adjusted your Set Columns the report can be printed or exported by clicking the Export or Print Page button located on the top right hand side at the table.