Quotation Lost Reason
Overview
Quotation Lost Reason – Business Overview
Quotation Lost Reason is a setup document in Dafater used to clearly capture and standardize the reasons why a quotation was not converted into a sale. It helps organizations understand why potential deals are lost and supports better decision-making in sales strategy, pricing, and customer engagement.
Purpose in Business Operations
Quotation Lost Reason allows your business to:
- Record why a customer did not proceed with a quotation
- Maintain consistent and structured loss analysis across the sales team
- Identify patterns such as pricing issues, competition, timing, or customer priorities
- Improve future quotations, negotiations, and sales approaches
By using predefined reasons, management can rely on accurate data instead of subjective explanations.
Prerequisites and Setup Requirements
Before using Quotation Lost Reason effectively:
- The sales process for quotations should already be active in Dafater
- Sales managers should agree on standard loss reasons that reflect real business situations
- Each reason should be clearly worded and easy for sales users to select
This setup is typically done once and reviewed periodically.
Typical Workflow and Business Fit
- A quotation is sent to a customer
- The customer decides not to proceed
- The sales user marks the quotation as lost
- A Quotation Lost Reason is selected from the predefined list
- Management reviews loss data through reports and analysis
This process ensures that every lost opportunity contributes to business insight rather than being ignored.
Key Business Scenarios Where It Is Essential
- Sales performance analysis to understand why deals are not closing
- Pricing strategy reviews when price-related losses increase
- Competitive analysis to identify when competitors win deals
- Sales team coaching by spotting recurring objections or weaknesses
- Management reporting for informed strategic planning
Without Quotation Lost Reason, lost quotations become missed learning opportunities.
Important Considerations for Users
- Choose the most accurate reason, not the most convenient one
- Avoid creating too many similar reasons, which can dilute reporting value
- Review and update reasons periodically to reflect market changes
- Ensure sales teams understand the importance of honest and consistent selection
Quotation Lost Reason plays a critical role in turning lost sales into actionable business intelligence, helping Dafater users continuously refine their sales strategy and improve conversion rates.
Basic Information
- Module: Setup
- Document Type: Setup
Fields
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| orderlostreason | Quotation Lost Reason | Data | ✓ | - | Business reason recorded in Dafater for losing the quotation |
Permissions
| Role | Read | Write | Create | Delete | Submit | Cancel |
|---|---|---|---|---|---|---|
| Maintenance Manager | ✓ | |||||
| Maintenance User | ✓ | |||||
| Sales User | ✓ | |||||
| Sales Master Manager | ✓ | ✓ | ✓ | ✓ | ||
| Sales Manager | ✓ |