Sales Trend Analysis - Total Losses


This chart will show you the total number of missed sales leads.

We recommend using a custom field to track your sales value and a List to identify Won/Lost leads. See Sales Teams Recommendations.

To get started, create a Historical Chart for completed Cards.

  • At the "Totals" stage, you would select "Sales Value" to generate a sum of the field.
  • At the filter stage, you would want to apply a filter for List. Here you would select both your Won/Lost Lists.

Once completed you can set the display time frame by opening the calendar window from the bottom right-hand corner of the tile.

  • You can use the pre-set time frames from the right hand side, or you can set your own custom time frame by using the calendar to set your start and end dates.

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