Signal description
This signal generates a summary report of opportunities that were lost during the current fiscal period, offering insights into the number and potential value of lost opportunities.
How organizations use it
As CRO, you choose a monthly 8 a.m. report. You and the Sales Director get this report, focusing on 'Renewal' opportunities from Team B. A compact summary arrives each month's first day at 8 a.m., detailing lost 'Renewal' opportunities, their value, and links for deeper analysis. This signal informs and empowers strategies
Why organizations use it
- to inform leadership about lost opportunities
- to analyze losses and strategies actions for the remaining part of the quarter
Configurable parameters
- Filter opportunities to which this signal applies
- Time period for which to show lost opportunities
How the signal looks
In Revenue Grid Action Center:
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In your Teams Revenue Grid Channel:
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