Answered

Lost opportunities not closing...

Hi - when I set an opportunity state to 'lost' it doesn't seem to add a closed date. It works for 'won' opportunities. I'm a newbie so may be missing something incredibly obvious!

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  • Hello Greg!

    You're not missing anything, I promise. That's working as intended.

    While there isn't a way to change it presently, we appreciate you letting us know that type of information would be helpful to you. 

    Thank you!

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  • Thanks for the quick reply, that's really helpful. I may be missing something but why would a lost opportunity ever be considered still open? But hey ho. Anyway - is there a way I can manually close it and set a closed date? Thanks again.

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  • @Greg - You can actually close it and set the date. You'd want to add a custom field that you would update. 

    Here are a few articles & a video for you to review:

    If you have other questions after reviewing this material, let us know :)

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  • This seems inconsistent with the way they are filtered in the list. Closed opportunites include both won and lost. So if they are closed there should be a date closed.

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  • I agree with John here. Opportunities marked "Lost" appear in the filtered list for closed opportunities, but don't get assigned a close date.

    It's inconsistent, but I wonder whether it's because the "Date Closed (Actual)" field can only be populated once, so if you first mark an opportunity as "Lost" (or do it accidentally) and then later change it to "Won", the closed date will still reflect the older one?

    I feel the behaviour of having to remember to both change the state to "Lost" and fill in a custom field for "Date Lost" (to enable reporting) will lead to incomplete data. It's not something people are going to remember reliably, so if you rely on the reporting by that date to prompt re-engagement with lost opportunities after a period of time (through a custom report), and someone forgets to fill it in, some re-engagements are going to be missed.

    As a workaround, you could report by the date the opportunity was created as a compromise, but if that opportunity has taken a good long year to cultivate, the dates will be far off. Alternatively you could create a task with a reminder to re-engage at a point in the future when marking an opportunity as lost, but again it's an extra behaviour that's likely to be forgotten. Suppose you could use an activity set to queue this up within a "Lost" stage in a pipeline, but then we're getting messy with the configuration.

     

    This is a little bit of an edge case though!

    Simon

     

     

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  • I'm going to have to agree with both Simon and John, this concept isn't full-circle. Users needs a way to identify open and closed opportunities via the filter feature, as well as manage the margin between dates an opportunity opens and converts to won or lost.

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  • I'm logging in here hoping that this update will be made to the system.  I'm at a lost why "it's working as intended" - meaning someone thought this would be a good idea?...

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  • Hi, I have a question regarding lost Opportunity Actual closed dates. I know that Insightly keeps that data in backend somewhere so my question is:

    How can I get all the actual closed dates for all the lost Opportunities. I am talking about historic data. Can I use an API so I can see the dates when the opportunity was marked as lost?

     

    Thank you for your answers.

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  • Hello Beno,

    Insightly captures real-time data, so if you have the previously lost opportunities in Insightly with their Actual closed date, you can use the API to get that data. The endpoint you can use is https://api.insight.ly/v2.3/Help#!/Opportunities/GetOpportunitiesBySearch. That way, you can pull the data for just the lost opportunities by filtering for them.

    Hope that helps!

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