After a deal is moved to stage ‘Closed Lost’ at least one of the following 6 ‘Closed Lost Reasons’ must be selected:
No VisionMatch
- Lack of Business Issues
- Timing is off
- No active project
- Solution Mismatch / Can’t integrate with their software
- Payer’s AP Processes
- Feature Gap (please specify in additional info)
- Competition
Lack of Perceived Value
- Transition hesitation (perceived risk > value)
- Pricing misalignment
- Pricing misalignment - Rate matching
No Power
- Couldn't get to power
No Plan
- Contract term(s)
- Failed underwriting
Unqualified
- No showed
- Not a lead
- Not a fit
- Prohibited
- Low revenue
Other
- Please specify in additional info