All Losses
The All Losses visualizer allows you to review a list of recently lost opportunities. Opportunities without an Award Date are included in the list. The list is sorted in descending order by Award Date and then in ascending order by Opportunity Name.
List Data
The All Losses list displays a single level of data with information about lost opportunities. This information includes the following data:
- Opportunity Name
- Client Name
- Opportunity Stage Name
- Currency
- Factored Net Fee - This column displays a total for all opportunities at the bottom of the list.
- Award Date
- Opportunity Manager Name
In addition, the visualizer offers
optional columns.