How to use the Lost Opportunity Report

This article walks you through how to use the Lost Opportunity Report and what data is used to create it

Using the Lost Opportunity Report is a great way for your agency to track any policies that were not won for one reason or another. With the new enhancements to this report, you no longer have to fill out the Lost Opportunity Reason OR the Lost Opportunity Carrier in order to generate data on this report. Follow the steps below to utilize this report in your agency:



  1. Move an Opportunity in the Sales Pipeline from any stage to Lost


  1. When the Lost window pops up, enter in as much of the data as you have available

  1. Regardless of whether or not you enter a Lost Policy Reason or a Lost Carrier, this opportunity will now show up on the Lost Opportunity Report

 







 

Video guide below: