Win Loss analysis

💬 General Discussion
1

Hi All
How do you perform win loss analysis with SuiteCRM at the best way?
Do I need to add some fields by my self in the opportunity box where I enter the value of the closed deal and then make a report that compares qoute value with closed value?
Or is there some built in support for this in SuiteCRM?

Best Regards
Fredrik

2

Hi Fredrik,

Have you tried generating a Report in SuiteCRM to do this?

Thanks,

Will.

3

Most CRM admins tend to create some custom opportunity fields that allow reps to enter reasons or descriptions for why the deal was won or lost. Ideally, require those fields once they reach a “closed” stage. For a great article about how to conduct win-loss analysis, go to www.clozd.com/resources/bestpractices and check out Parts 2 and 3 of the guide.