Lost Deal Analyzer
Live₹0k lost this period · Analyze and prevent deal losses
📖
Lost Deal Analyzer — SOP
How this module works
⚠️ SOP outdated — module code changed since this was written
✅ Up to date with current module code
Automatically tracks every lead marked Lost, helps you see why deals are being lost, and gives you tools to win some of them back. It never marks a lead lost itself — that always happens elsewhere (Leads), and the moment it does, this page picks it up automatically.
Sections
📊
KPI Row
Total Lost Deals, Value Lost This Month, Avg Days to Loss, Recovery Potential, and Win Rate for the selected period.
📈
Loss Patterns
Loss by Reason and Loss by Source — where deals are actually falling through.
📋
Lost Deals Table
Every lost deal, filterable by source/reason/team member/date, with per-deal actions.
🔄
Recovery Opportunities
The 6 lost deals currently scoring highest on a live, deterministic recovery score — no AI call, computed instantly from the reason, engagement, and how recently it was lost.
1
A lead becomes Lost automatically the moment its status changes to Lost anywhere in the app — nothing to do here to make it show up.
2
Set a loss reason on each deal (click the reason badge in the table) — patterns below only work once reasons are logged.
3
Click Analyze on a deal for an instant, deterministic read on why it was lost and a suggested win-back message.
4
Click Bulk Insights for the same kind of read across every lost deal at once — top loss reason, missing reasons, recoverable deals.
5
Use Win-back to send a ready-made WhatsApp message, or Reactivate to move a deal straight back into Warm, Hot, or New.
6
Export (top-right) respects whatever period and filters are currently active.
🔗
Leads
Every lost deal here is a real Lead — marking a lead Lost anywhere in the app automatically populates this page, and Reactivate sends it straight back into the Leads pipeline.
🔗
Proposals
Shows whether a proposal was ever sent before the deal was lost — a strong signal for how early the deal actually fell through.
🔗
Settings — Categories
Loss reasons are managed from Settings, not hardcoded here — adding or renaming a reason there shows up on this page immediately.
266/2000
Export Lost Deals
Filters are applied to exports
📊
Excel
Full data with all columns (.xlsx)
PDF
Printable, branded report
Word
Editable document (.docx)
HTML
View in browser
62
Total Lost Deals
₹0k
Value Lost This Month
22 days
Avg Days to Loss
1 leads
Recovery Potential
13.1%
Win Rate
to
VIEW:
VIEW:
Select a specific period above to enable comparison.
Loss by Reason
Loss by Source
Lost Deals
62 total
| LEAD | VALUE | SOURCE | SCORE | REASON | PROPOSAL | LOST DATE | ACTIONS |
|---|---|---|---|---|---|---|---|
|
hiteshbhai
bandhar art
|
₹0 | Walk-in | 41 |
❓ Other reason
|
No proposal sent | 16 Sep 2026 |
|
|
preet
preet creation
|
₹0 | Direct Call | 41 |
💰 Price objection
|
No proposal sent | 16 Sep 2026 |
|
|
mohitbhai
pushpa creation
|
₹0 | Direct Call | 41 |
💰 Price objection
|
No proposal sent | 16 Sep 2026 |
|
|
kashish paril
ship solution
|
₹0 | Direct Call | 41 |
💰 Price objection
|
No proposal sent | 16 Sep 2026 |
|
|
bhaoutik devaliya
BK FASHION
|
₹0 | Direct Call | 36 |
💰 Price objection
|
No proposal sent | 16 Sep 2026 |
|
|
paresh padmani
—
|
₹0 | Meta Ads | 40 |
— Set Reason
|
No proposal sent | 16 Sep 2026 |
|
|
donda dharti
—
|
₹0 | Direct Call | 41 |
🏆 Chose a competitor
|
No proposal sent | 16 Sep 2026 |
|
|
Naitik Bhai
Vandana Tex
|
₹0 | Direct Call | 41 |
💰 Price objection
|
No proposal sent | 16 Sep 2026 |
|
|
sarvopari
sarvopari colors
|
₹0 | Direct Call | 36 |
— Set Reason
|
No proposal sent | 16 Sep 2026 |
|
|
Parth
Parth Kena Creation
|
₹0 | Direct Call | 36 |
— Set Reason
|
No proposal sent | 16 Sep 2026 |
|
|
Devani's
Shree Creation
|
₹0 | Direct Call | 46 |
— Set Reason
|
No proposal sent | 16 Sep 2026 |
|
|
Yash BHai
Gy Charms
|
₹0 | Direct Call | 41 |
❓ Other reason
|
No proposal sent | 16 Sep 2026 |
|
|
VISHAL BHAI
Shahivastra
|
₹0 | Direct Call | 40 |
— Set Reason
|
No proposal sent | 16 Sep 2026 |
|
|
Smit Diyora
Shiv Malhar
|
₹0 | Direct Call | 46 |
❓ Other reason
|
No proposal sent | 16 Sep 2026 |
|
|
Akshay Meghani
NIraks Enterpris
|
₹0 | Direct Call | 40 |
— Set Reason
|
No proposal sent | 16 Sep 2026 |
|
|
Kavish Kaf
—
|
₹0 | Direct Call | 40 |
— Set Reason
|
No proposal sent | 16 Sep 2026 |
|
|
Ramratan
—
|
₹0 | Direct Call | 40 |
— Set Reason
|
No proposal sent | 16 Sep 2026 |
|
|
Pramukh Kangan
—
|
₹0 | Direct Call | 40 |
💰 Price objection
|
No proposal sent | 16 Sep 2026 |
|
|
devang gopiwala
—
|
₹0 | Meta Ads | 44 |
💰 Price objection
|
No proposal sent | 16 Sep 2026 |
|
|
kromil
om enterprise
|
₹0 | Direct Call | 45 |
💰 Price objection
|
No proposal sent | 16 Sep 2026 |
|
| LEAD | VALUE | SOURCE | SCORE | REASON | LOST DATE | ACTIONS |
|---|---|---|---|---|---|---|
| hiteshbhai | ₹0 | Walk-in | 41 | ❓ Other reason | 16 Sep 2026 |
|
| preet | ₹0 | Direct Call | 41 | 💰 Price objection | 16 Sep 2026 |
|
| mohitbhai | ₹0 | Direct Call | 41 | 💰 Price objection | 16 Sep 2026 |
|
| kashish paril | ₹0 | Direct Call | 41 | 💰 Price objection | 16 Sep 2026 |
|
| bhaoutik devaliya | ₹0 | Direct Call | 36 | 💰 Price objection | 16 Sep 2026 |
|
| paresh padmani | ₹0 | Meta Ads | 40 | — Set Reason | 16 Sep 2026 |
|
| donda dharti | ₹0 | Direct Call | 41 | 🏆 Chose a competitor | 16 Sep 2026 |
|
| Naitik Bhai | ₹0 | Direct Call | 41 | 💰 Price objection | 16 Sep 2026 |
|
| sarvopari | ₹0 | Direct Call | 36 | — Set Reason | 16 Sep 2026 |
|
| Parth | ₹0 | Direct Call | 36 | — Set Reason | 16 Sep 2026 |
|
| Devani's | ₹0 | Direct Call | 46 | — Set Reason | 16 Sep 2026 |
|
| Yash BHai | ₹0 | Direct Call | 41 | ❓ Other reason | 16 Sep 2026 |
|
| VISHAL BHAI | ₹0 | Direct Call | 40 | — Set Reason | 16 Sep 2026 |
|
| Smit Diyora | ₹0 | Direct Call | 46 | ❓ Other reason | 16 Sep 2026 |
|
| Akshay Meghani | ₹0 | Direct Call | 40 | — Set Reason | 16 Sep 2026 |
|
| Kavish Kaf | ₹0 | Direct Call | 40 | — Set Reason | 16 Sep 2026 |
|
| Ramratan | ₹0 | Direct Call | 40 | — Set Reason | 16 Sep 2026 |
|
| Pramukh Kangan | ₹0 | Direct Call | 40 | 💰 Price objection | 16 Sep 2026 |
|
| devang gopiwala | ₹0 | Meta Ads | 44 | 💰 Price objection | 16 Sep 2026 |
|
| kromil | ₹0 | Direct Call | 45 | 💰 Price objection | 16 Sep 2026 |
|
kashish paril
ship solution · Direct Call
₹0
16 Sep 2026
Score 41
Direct Call
Price
No proposal sent
bhaoutik devaliya
BK FASHION · Direct Call
₹0
16 Sep 2026
Score 36
Direct Call
Price
No proposal sent
sarvopari
sarvopari colors · Direct Call
₹0
16 Sep 2026
Score 36
Direct Call
— Set Reason
No proposal sent
Parth
Parth Kena Creation · Direct Call
₹0
16 Sep 2026
Score 36
Direct Call
— Set Reason
No proposal sent
Devani's
Shree Creation · Direct Call
₹0
16 Sep 2026
Score 46
Direct Call
— Set Reason
No proposal sent
VISHAL BHAI
Shahivastra · Direct Call
₹0
16 Sep 2026
Score 40
Direct Call
— Set Reason
No proposal sent
Akshay Meghani
NIraks Enterpris · Direct Call
₹0
16 Sep 2026
Score 40
Direct Call
— Set Reason
No proposal sent
Recovery Opportunities
| Lead | Score | Value | Last Contact | Actions |
|---|---|---|---|---|
| Gurang | 67 | ₹0 | 3 days ago |
|
| kromil | 55 | ₹0 | 1 week ago |
|
| devang gopiwala | 55 | ₹0 | 1 week ago |
|
| Alpesh Bhai | 55 | ₹0 | 4 days ago |
|
| mohitbhai | 54 | ₹0 | 1 week ago |
|
| sagar jariwala | 54 | ₹0 | 2 weeks ago |
|
Deal Analysis
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Top Loss Patterns
Reactivate Deal
Move back to active pipeline?