Deal lost
Period end
Situation
The customer does not buy.
Recommendation
Close the Deal as closed_lost so Win/Loss analysis counts it.
Why
Explicitly closing lost Deals keeps Win/Loss analysis and the pipeline forecast realistic.
Steps
- Open the Deal.
- Close it as closed_lost.
- Review it in Win/Loss analysis.
Avoid
- Leave the Deal open forever — it inflates the pipeline.
Roles & permissions
The sales owner of the Deal.
Related
- Stalled Deal
- Crm
- Playbook: Order-to-Cash process