{"id":802,"date":"2026-10-24T11:52:49","date_gmt":"2026-10-24T16:52:49","guid":{"rendered":"https:\/\/archietechnology.com\/ayuda\/guia\/marcar-una-oportunidad-como-ganada-o-perdida-y-registrar-el-motivo\/"},"modified":"2026-10-24T11:52:49","modified_gmt":"2026-10-24T16:52:49","slug":"marcar-una-oportunidad-como-ganada-o-perdida-y-registrar-el-motivo","status":"publish","type":"ayuda","link":"https:\/\/archietechnology.com\/en\/ayuda\/guia\/marcar-una-oportunidad-como-ganada-o-perdida-y-registrar-el-motivo\/","title":{"rendered":"Mark an opportunity as won or lost and record the reason"},"content":{"rendered":"<p><!-- Archie Talk \u00b7 Embudos y seguimiento \u00b7 Estado: borrador (pasos sin verificar en pantalla) --><\/p>\n<h2>What you'll achieve<\/h2>\n<p>Close an opportunity as Won or Lost, record why it was lost and later review the most frequent reasons to improve your process.<\/p>\n<h2>Before you start<\/h2>\n<ul>\n<li>A loss reason is required to mark an opportunity as Lost.<\/li>\n<li>Write reasons consistently: the report groups by exact text. &#8220;High price&#8221; and &#8220;very high price&#8221; count separately.<\/li>\n<li>&#8220;Won value&#8221; shows what was closed in the CRM; it isn't the same as money collected.<\/li>\n<\/ul>\n<h2>Steps<\/h2>\n<ol>\n<li>Open the opportunity from the board or from <strong>All leads<\/strong>.<\/li>\n<li>In the list <strong>Stage<\/strong>\u00a0choose <strong>Won<\/strong>\u00a0o <strong>Lost<\/strong>.<\/li>\n<li>If you chose <strong>Lost<\/strong>, the field appears <strong>Loss reason<\/strong>. Type it (maximum 255 characters).<\/li>\n<li>Click <strong>Save<\/strong>. You'll see the notice <strong>Saved<\/strong>.<\/li>\n<li>You can also do it from the conversation: in the side panel <strong>Sales CRM<\/strong>, change <strong>Stage<\/strong>\u00a0(and type <strong>Loss reason<\/strong>\u00a0if it's Lost) and click <strong>Save<\/strong>.<\/li>\n<li>To see closed opportunities on the board, click <strong>Filters<\/strong>, choose <strong>Won<\/strong>\u00a0o <strong>Lost<\/strong>\u00a0in <strong>Stage<\/strong>\u00a0and click <strong>Search<\/strong>. If you drag a card to Lost without a reason, the form opens to ask you for it.<\/li>\n<li>To reopen an opportunity, open the card and change the <strong>Stage<\/strong>\u00a0to an open stage; reopening clears the close date.<\/li>\n<li>To analyze results, open <strong>Sales CRM &gt; Sales<\/strong>. There you see <strong>Open opportunities<\/strong>, <strong>Won<\/strong>, <strong>Lost<\/strong>\u00a0and the <strong>Win rate<\/strong>, and the table <strong>Loss reasons<\/strong>\u00a0with the 10 most frequent reasons, their count and their percentage.<\/li>\n<\/ol>\n<p><span class=\"ay-captura\">Screenshot: opportunity form with the Stage set to Lost and the Loss reason field<\/span><\/p>\n<p><span class=\"ay-captura\">Screenshot: Sales view with the Loss reasons table<\/span><\/p>\n<h2>Expected result<\/h2>\n<p>The opportunity is closed with its close date. Won ones add to the <strong>Won value<\/strong>\u00a0and lost ones appear in the reasons table, along with the win rate (won divided by won plus lost).<\/p>\n<h2>Common issues<\/h2>\n<details>\n<summary>I can't save it as Lost.<\/summary>\n<p>The loss reason is missing.<\/p>\n<\/details>\n<details>\n<summary>I don't see the Won and Lost columns.<\/summary>\n<p>By default the board only shows open stages; use the filter for <strong>Stage<\/strong>.<\/p>\n<\/details>\n<details>\n<summary>&#8220;No reason recorded&#8221; in the report.<\/summary>\n<p>There are lost opportunities with no written reason.<\/p>\n<\/details>\n<details>\n<summary>The win rate seems low or high to me.<\/summary>\n<p>Open ones don't count, and it depends on the active filters and your permissions.<\/p>\n<\/details>\n<details>\n<summary>Other reasons.<\/summary>\n<p>It appears when there are more than 10 different reasons; standardize the reason text.<\/p>\n<\/details>\n<h2>When to contact support<\/h2>\n<p>Write to us with your company name, your user, the opportunity title, the chosen stage, the exact message and a screenshot.<\/p>","protected":false},"excerpt":{"rendered":"<p>Close an opportunity as Won or Lost, record why it was lost and later review the most frequent reasons to improve your process.<\/p>","protected":false},"featured_media":0,"menu_order":20,"template":"","meta":{"ay_popular":0,"footnotes":""},"ayuda_seccion":[28,39],"class_list":["post-802","ayuda","type-ayuda","status-publish","hentry","ayuda_seccion-archie-talk","ayuda_seccion-talk-embudos"],"_links":{"self":[{"href":"https:\/\/archietechnology.com\/en\/wp-json\/wp\/v2\/ayuda\/802","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/archietechnology.com\/en\/wp-json\/wp\/v2\/ayuda"}],"about":[{"href":"https:\/\/archietechnology.com\/en\/wp-json\/wp\/v2\/types\/ayuda"}],"version-history":[{"count":0,"href":"https:\/\/archietechnology.com\/en\/wp-json\/wp\/v2\/ayuda\/802\/revisions"}],"wp:attachment":[{"href":"https:\/\/archietechnology.com\/en\/wp-json\/wp\/v2\/media?parent=802"}],"wp:term":[{"taxonomy":"ayuda_seccion","embeddable":true,"href":"https:\/\/archietechnology.com\/en\/wp-json\/wp\/v2\/ayuda_seccion?post=802"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}