Sales Trend Analysis - Value of Total Losses


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

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

To get started, create a Count of Sum of Cards 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 only your "Lost" List.

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