ERPNext CRM & Sales
What is Lost Reason?
- Lost Reason
- Lost Reason in ERPNext captures why a Quotation or Opportunity was not won, enabling win/loss analysis to improve sales strategy.
Configuring Lost Reasons
Go to CRM → Lost Reason → New. Create reasons like "Price Too High", "Went to Competitor", "No Budget", "Specification Mismatch". When marking a Quotation or Opportunity as "Lost", the sales person selects one or more reasons.
Win/Loss Analysis
Filter the Quotation or Opportunity report by Lost Reason to identify your biggest friction points. If "Price Too High" dominates, review your pricing strategy. If "Went to Competitor" is common, investigate competitor offerings.
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Related Terms
Opportunity
An Opportunity in ERPNext is a qualified sales prospect with a defined product i…
Quotation
A Quotation in ERPNext is a formal price offer sent to a Lead or Customer, listi…
CRM Pipeline
The CRM Pipeline in ERPNext is a visual Kanban or funnel view of all Opportuniti…
Sales Person
A Sales Person in ERPNext is a hierarchical record for sales representatives, us…
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