Lost Quotations
Overview
Below is a clear, business-focused explanation of the Lost Quotations report in Dafater.
Lost Quotations Report
Module: Selling
Purpose: Sales performance and opportunity analysis
What business information this report provides
The Lost Quotations report shows all quotations that were not converted into confirmed sales. These are sales opportunities where a price was shared with a customer, but the deal did not move forward.
This report helps the business understand: - How many sales opportunities are being lost - The value of lost potential revenue - Which customers, salespersons, or items are associated with lost deals - Patterns behind unsuccessful sales efforts
When and why to use this report
You should use this report when you want to: - Review missed sales opportunities - Understand why customers are not buying - Evaluate sales team performance - Improve pricing, negotiation, or follow-up strategies - Identify customers who may need re-engagement
This report is especially useful during:
- Monthly or quarterly sales reviews
- Sales strategy and pricing discussions
- Performance evaluations of sales teams
Key columns and what they mean for business
Typical columns in the Lost Quotations report include:
Quotation ID
Identifies the specific quotation that was lost.Quotation Date
Shows when the quotation was issued, helping analyze timing and sales cycles.Customer
Indicates which customer did not proceed, useful for customer-level analysis.Salesperson / Sales Team
Shows who handled the quotation, supporting performance reviews and coaching.Total Quotation Value
Represents the potential revenue lost if the deal had been won.Lost Reason (if captured)
Explains why the quotation was lost, such as price, competition, delayed response, or changed customer requirements.Company / Branch
Helps analyze losses by business unit or location.
Available filters and their business purpose
Common filters include:
Date Range
Analyze lost quotations for a specific period (monthly, quarterly, yearly).Customer
Focus on losses related to a specific customer or customer group.Salesperson / Sales Team
Review performance and identify training or support needs.Company / Branch
Compare sales effectiveness across locations or business units.Lost Reason
Understand the most common reasons for losing deals and take corrective action.
How to interpret the results for business decisions
High number of lost quotations
May indicate issues with pricing, competitiveness, or follow-up discipline.High lost value with few customers
Suggests a need for stronger relationship management or customized pricing.Repeated losses due to the same reason
Highlights process or strategy gaps, such as slow response times or unclear proposals.Loss concentration with specific salespersons
Points to coaching, training, or workload adjustments.
Common use cases and scenarios
Sales performance review meetings
Discuss why deals were lost and how to improve win rates.Pricing strategy evaluation
Identify if pricing is a frequent reason for lost quotations.Customer re-engagement planning
Revisit high-value lost quotations with revised offers or follow-ups.Process improvement
Improve quotation turnaround time, proposal clarity, or negotiation approach.Forecasting and planning
Understand realistic conversion rates and refine future sales targets.
Summary
The Lost Quotations report in Dafater is a powerful tool for understanding missed sales opportunities. By analyzing why quotations were lost and where patterns exist, businesses can improve sales effectiveness, recover potential revenue, and make smarter strategic decisions.
Report Information
- Module: Selling
- Related DocType: Quotation
- Report Type: Script Report
- Standard: Yes