The Sales Pipeline provides a comprehensive set of features that facilitate, track, and otherwise allow you to oversee the various steps in securing sales. SharpSpring enables users to create opportunities, drag them through stages in a pipeline, and then close those opportunities as sales. Opps Won are considered sales, or opportunities that generated revenue. The Won/Lost report provides information at-a-glance on opportunities that are open, considered won, considered lost, and archived. This article will provide an overview of the Won/Lost report. |
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Article Contents
The Won/Lost Report
The Reports section of SharpSpring provides a report on all opportunities won or lost across all pipelines over a given timeframe.
The Won/Lost report provides information at-a-glance on opportunities that are open, considered won, considered lost, and archived.
To swap between different opportunity categories within the Won/Lost report, do the following:
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Regardless of the opportunity category, the Won/Lost report will provide the following information:
- The total number of opportunities in the report category
- The total opportunity monetary value
- The average opportunity monetary value
- The average time it took to close opportunities
Understanding Opportunities
The Won/Lost report displays information on opportunities. In SharpSpring, opportunities are created from contacts in the Contact Manager or through a pipeline. Once created, the opportunities can then be added to a pipeline.
In SharpSpring’s Sales Pipeline, opportunities detail progress across deal stages. Opportunities provide information on revenues, closing dates, and associated contacts. Since opportunities can come up at any time and do not all begin at the start of a sales venture, you can set what stage of the pipeline the opportunity will start at.
Opportunities have different statuses that detail their current state. As opportunities can appear and be closed even before it has been added, you can set new opportunities to have the Closed-Won, Closed-Lost, or Archived statuses upon creation:
- Closed-Won opportunities are sales opportunities that have resulted in a successful sale and generated revenue.
- Closed-Lost opportunities are sales opportunities that no longer have a chance to result in a sale.
- Archived opportunities are opportunities that can no longer be found in pipelines. They will not affect opportunity reporting unless explicitly included when generating reports.
Opportunities can also be set with a status at any time after creation. Marking an opportunity as Closed-Won or Closed-Lost will have it appear as such in various Sales Reports, Campaign Tracking, and the Contact Record.
Refer to Opportunity Overview for information on the opportunity creation process.
Viewing Opportunities
You can view an opportunity page directly through the Opportunities Report. To view opportunities, do the following:
Viewing the opportunity will open the opportunity's page. From there, you can modify opportunity information as necessary. |
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Note: Clicking the opportunity's name in the Won/Lost report will also open the opportunity's page.
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Reopening Opportunities
Closed or archived opportunities can be reopened through the Opportunities Report. To reopen opportunities, do the following:
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Reopening an opportunity will return an opportunity to the open state and place the opportunity back into the pipeline stage that it was in before it was closed or archived.
Filtering Report Information
Opportunity information can be further filtered. There are many filters available to narrow down information on opportunities. For reports with many opportunities, you can enter different parameters to narrow results. To filter results, do the following:
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Once the appropriate parameters have been entered, the report will show only those opportunities relevant to the search entry. After the preliminary results have been returned, you can further filter the results by the associated sales representative or pipeline.
Optional Filter: Filter by Sales Representative
You can filter search results by the sales representatives attached to opportunities. To filter results, do the following:
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Note: Optionally, enter a representative's name into the Filter by Sales Rep drop-down menu's Filter text box to narrow displayed representatives.
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Optional Filter: Filter by Pipeline
You can filter search results by the pipelines the opportunities are associated with. To filter results, do the following:
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Note: By default, the pipeline you have set as visible will be selected as a filter.
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Optional Filter: Sorting Opportunities
Reports with many opportunities can be somewhat difficult to navigate. If your search results still yield many opportunities, you can further filter search results by sorting opportunities. To sort results, do the following:
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Important: For this information to be applied, this filter must be used in conjunction with a sales representative filter, a pipeline filter, or both.
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Optional Filter: Date Range
You can filter search results by different periods of time. To filter results, do the following:
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Important: For this information to be applied, this filter must be used in conjunction with a sales representative filter, a pipeline filter, or both.
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Running Reports
Once filters have been set, you can view an Won/Lost report with selected opportunities or without unnecessary opportunities. To run a filtered report, do the following:
Once filters have been applied, the page will refresh. Only those reports that meet the filter parameters will be displayed. |
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Note: Click
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Exporting Reports
If you want to keep the report for future use or archival, you can export the report as a .CSV file. To export the Won/Lost report, do the following:
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Refer to Exporting Opportunities for more information on exporting opportunity information.