Viewing Lost Sales

The Lost Sales tab provides data on all lost sales in a specific time range. 

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To view lost sales:

1. Click the Administration tab. 
   
2. Click the Lost Sales tab. 
3. If looking for a specific date range, fill in the Date from and Date to fields. 
   
4. If looking for a specific Reason, choose from the drop-down menu. 
   
5. When ready to search, click Search. 
6. The data will appear below and include such information as:
   
   
   1. Quote Date
   2. QuoteID
   3. Customer Type
   4. Reason
   5. Description
   6. Total Price (Ex VAT)
7. To export the data to a CSV to drill into the data further, click Export and save the file to your local computer. 
   1. Note: The exported data will only show what was searched; it will not export all of the data. 

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KB Article #5857