Report "Failure reasons"
- Customer Service
- Oleg Padalko (Unlicensed)
UA | US | RU
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The “Rejection Reasons” report collects data on closed unsuccessful transactions and sales statistics. It allows you to quickly identify both the most common reasons for customer refusal and generate general statistics of objections.
The data displayed in the report has a convenient presentation indicating the number of successful and failed transactions, their percentage, a separate breakdown by reasons for failure, and is also displayed in an interactive chart for greater clarity and additional functionality.
The report will be useful
Head of Sales Department
Marketer
Analytics
To the company management
Create a report
To generate a report, you need to go to the Analytics section, go to the Reports tab, then click + Add a new report and select the report type By reason of refusal.
It is not necessary to provide a title for the report.
Grouping data
When creating a report, you can set grouping both by sales plans and by sales managers (with or without clarifications).
Grouping data by sales plans will allow you to evaluate and compare the results of different sales plans. If different plans are used for different products, then the data will also indicate which product should be additionally packaged or the approach to selling it should be adjusted.
When creating a report grouped by sales plan, you can also specify specific managers in the sales managers field whose transactions should be included in the report
If you leave the sales managers field empty, the report will include data on transactions of all managers within the selected sales plan
Grouping data by manager will allow you to evaluate and compare the performance of different employees. This will help identify the TOP sellers with the least number of refusals, and will also help improve the sales script for handling customer objections (especially if the same reason for refusal appears for most managers).
date
When creating a report, you can specify a specific period in the start date and end date fields, or not specify it at all. In this case, the report will include data for the entire time.
In the generated report, the number of failed transactions is displayed in the form of clickable links, which allows you to go from the report directly to the selected failed transactions in CRM with one click for their further analysis.