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Win/Loss Reasons & the Pipeline Funnel

Capture why deals are won or lost, then read win rate, sales-cycle length, loss reasons, and stage-by-stage conversion in the funnel.

What this adds

When you close a deal, StretchCRM now asks the question every sales leader wants answered: why?

  • Reason capture on close — mark a deal Won or Lost and record a reason (and, for losses, the competitor). Close events are stored append-only, so your history is auditable and never overwritten. You can reopen a deal if it was closed by mistake.
  • Win/Loss analytics — win rate, average sales-cycle length, and breakdowns of losses by reason, competitor, and owner.
  • Pipeline funnel — conversion percentage from each stage to the next, so you can see precisely where deals stall and how much value is at each step.

How to use it

  1. Drag a deal to Won or Lost (or use the deal menu) and pick a reason.
  2. Open StretchCRM → Analytics → Win/Loss for rates and reason breakdowns.
  3. Open Analytics → Funnel for stage-to-stage conversion.

Availability

Rolling out. Enabled per account. Historical deals closed before this was switched on will not have a captured reason until they are re-closed.

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