Skip to Content
Odoo Menu
  • Sign in
  • Try it free
  • Apps
    Finance
    • Accounting
    • Invoicing
    • Expenses
    • Spreadsheet (BI)
    • Documents
    • Sign
    Sales
    • CRM
    • Sales
    • POS Shop
    • POS Restaurant
    • Subscriptions
    • Rental
    Websites
    • Website Builder
    • eCommerce
    • Blog
    • Forum
    • Live Chat
    • eLearning
    Supply Chain
    • Inventory
    • Manufacturing
    • PLM
    • Purchase
    • Maintenance
    • Quality
    Human Resources
    • Employees
    • Recruitment
    • Time Off
    • Appraisals
    • Referrals
    • Fleet
    Marketing
    • Social Marketing
    • Email Marketing
    • SMS Marketing
    • Events
    • Marketing Automation
    • Surveys
    Services
    • Project
    • Timesheets
    • Field Service
    • Helpdesk
    • Planning
    • Appointments
    Productivity
    • Discuss
    • Approvals
    • IoT
    • VoIP
    • Knowledge
    • WhatsApp
    Third party apps Odoo Studio Odoo Cloud Platform
  • Industries
    Retail
    • Book Store
    • Clothing Store
    • Furniture Store
    • Grocery Store
    • Hardware Store
    • Toy Store
    Food & Hospitality
    • Bar and Pub
    • Restaurant
    • Fast Food
    • Guest House
    • Beverage Distributor
    • Hotel
    Real Estate
    • Real Estate Agency
    • Architecture Firm
    • Construction
    • Property Management
    • Gardening
    • Property Owner Association
    Consulting
    • Accounting Firm
    • Odoo Partner
    • Marketing Agency
    • Law firm
    • Talent Acquisition
    • Audit & Certification
    Manufacturing
    • Textile
    • Metal
    • Furnitures
    • Food
    • Brewery
    • Corporate Gifts
    Health & Fitness
    • Sports Club
    • Eyewear Store
    • Fitness Center
    • Wellness Practitioners
    • Pharmacy
    • Hair Salon
    Trades
    • Handyman
    • IT Hardware & Support
    • Solar Energy Systems
    • Shoe Maker
    • Cleaning Services
    • HVAC Services
    Others
    • Nonprofit Organization
    • Environmental Agency
    • Billboard Rental
    • Photography
    • Bike Leasing
    • Software Reseller
    Browse all Industries
  • Community
    Learn
    • Tutorials
    • Documentation
    • Certifications
    • Training
    • Blog
    • Podcast
    Empower Education
    • Education Program
    • Scale Up! Business Game
    • Visit Odoo
    Get the Software
    • Download
    • Compare Editions
    • Releases
    Collaborate
    • Github
    • Forum
    • Events
    • Translations
    • Become a Partner
    • Services for Partners
    • Register your Accounting Firm
    Get Services
    • Find a Partner
    • Find an Accountant
      • Get a Tailored Demo
    • Implementation Services
    • Customer References
    • Support
    • Upgrades
    Github Youtube Twitter Linkedin Instagram Facebook Spotify
    +32 2 290 34 90
    • Get a Tailored Demo
  • Pricing
  • Help
  1. APPS
  2. Sales
  3. Lost Sales Analysis Tool for Odoo: Recover Opportunities & Sales Insights v 19.0
  4. Sales Conditions FAQ

Lost Sales Analysis Tool for Odoo: Recover Opportunities & Sales Insights

by Reliution https://www.reliution.com
Odoo

$ 59.01

v 19.0 Third Party
Live Preview
Apps purchases are linked to your Odoo account, please sign in or sign up first.
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Sales (sale_management)
• Discuss (mail)
• Invoicing (account)
Lines of code 529
Technical Name rcs_lost_sale_recovery
LicenseLGPL-3
Websitehttps://www.reliution.com
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Sales (sale_management)
• Discuss (mail)
• Invoicing (account)
Lines of code 529
Technical Name rcs_lost_sale_recovery
LicenseLGPL-3
Websitehttps://www.reliution.com

Lost Sales Analysis Tool for Odoo: Recover Opportunities & Sales Insights

Transform how your sales teams track, analyze, and learn from missed opportunities with the Lost Sale Recovery module. This powerful Odoo sales enhancement tool is designed to provide actionable insights into why deals fail, helping you secure future revenue. By introducing a streamlined wizard and comprehensive tracking system natively into your quoting workflow, this app guarantees your sales team can effortlessly log detailed loss reasons without abandoning their primary tasks.

This module is a cornerstone for continuous sales optimization. Instead of vague tracking methods or ignoring cancelled quotes, this tool is specifically engineered for business leaders who want to perform granular, line-by-line analyses of lost sales.

Experience an Odoo usability improvement that promotes accountability and continuous learning. With one simple Log Lost Sale button, you secure a highly detailed audit log detailing lost quantities, missed revenue, and exact reasons per product line. It's about more than just a cancelled status; it's about creating a robust, data-first sales management Odoo environment that scales with your market needs.

GET INSTANT PERSONALIZED DEMO

Copy Link : https://www.reliution.com/contact-us-odoo-development/

OR

email icon
Email Us
apps@reliution.com
teams icon
Connect on Teams
apps.reliution@gmail.com
configuration_icon Features
configuration_icon Setup
configuration_icon Workflow

Hot Features


One-Click Wizard Workflow:

Log a lost sale and capture custom cancellation reasons directly from a Quotation effortlessly.

Missed Revenue Tracking:

The system securely calculates the exact potential revenue lost per line (Quantity * Unit Price) for deep analytical reporting.

Detailed Parameter Logging:

The module instantly captures who lost the sale, what the exact date was, and which company logged it.

Intelligent Pivot Analytics:

Benefit from dedicated pivot and graph views on the Lost Sale Analysis dashboard to measure team and product failures at a glance.

Detailed Features

Advanced Sales Navigation & Transparency This core feature revolutionizes the way you analyze failed quotes. Instead of dropping the whole quotation, the system breaks the lost opportunity down product-by-product. By maintaining full visibility on exactly which products caused a lost quote, managers can make data-driven decisions on pricing or inventory without relying on guesswork.
Streamlined Tracking Workflow The module serves as a primary Odoo productivity tool by facilitating quick logging. Users don't need to manually recreate lines to drop a deal. They simply hit "Log Lost Sale", choose a predefined reason from the Master list, and the system does the parsing natively. This streamlined approach allows faster record management in Odoo during high-pressure negotiation tasks.
Inventory and Sales Transparency Maintain full visibility of your data. While editing a specific sales order or warehouse pick, you can still see the surrounding context of the list. This Odoo advanced list view feature ensures that you always have the big picture while focusing on the details of a single record.
Seamless UI Integration Designed as a high-quality Odoo UI customization module, it integrates cleanly into the standard Odoo web framework. It respects your existing filters, groupings, and breadcrumbs, ensuring that your Odoo usability improvement doesn't come at the cost of familiar functionality.

Set Up

Install the Lost Sales Analysis Tool for Odoo: Recover Opportunities & Sales Insights app from the Odoo App Store

Work Flow

A user creates and negotiates a standard Quotation (Sale Order) in draft or sent status.

The customer declines the offer. The user clicks the native Log Lost Sale button at the top of the order form.

A wizard popup instantly loads. The user selects an appropriate cancellation reason from a drop-down master list.
The user clicks Save. The module extracts every product line, calculating lost revenue and saving these to the isolated Loss Analysis database.

The original quotation is instantly and automatically moved to the Cancelled status to keep the pipeline clean.

Managers can review the Lost Sales Analysis menu to analyze pivoted charts on exactly where revenue was lost over time.

Industry-Specific Use Cases

B2B Service Teams:
Regional managers can see the full list of lost deals and validate whether technical reasons or budget constraints caused a specific agent to lose revenue.
Inventory Strategists:
Perfect for analyzing if products are being lost due to out-of-stock reasons, enabling dynamic threshold adjustments to ensure stock levels stay robust.
Executive Reporting:
Ideal for general managers compiling metrics who need to compare lost potentials to expected pipelines to accurately predict quarterly closes.

Frequently Asked Questions (FAQs)

Can I log a lost sale for an order that is already confirmed?

No, the system strictly allows logging lost sales only for quotations in the draft or sent stages to maintain secure financial accounting integrity.

Do I need to manually cancel the quotation after logging the lost sale?

No. The Log Lost Sale wizard is Plug and Play. Once the reason is logged, the module automatically enforces a cancellation on the parent quotation instantly.

Will this module interfere with native pipeline features?

Not at all. The module is lightweight and optimized to work seamlessly alongside standard Odoo sales structures without replacing essential CRM native states.

Check Out Our Apps

CRM Facebook Lead Integration - Facebook Leads Connector
T-Type Accounting Report for Odoo
Dynamic Customer Statement Report

Our Most Popular Apps

rcs_google_feed_banner
rcs_password_formatter
rcs_generate_product_seq

Please log in to comment on this module

  • The author can leave a single reply to each comment.
  • This section is meant to ask simple questions or leave a rating. Every report of a problem experienced while using the module should be addressed to the author directly (refer to the following point).
  • If you want to start a discussion with the author or have a question related to your purchase, please use the support page.
Community
  • Tutorials
  • Documentation
  • Forum
Open Source
  • Download
  • Github
  • Runbot
  • Translations
Services
  • Odoo.sh Hosting
  • Support
  • Upgrade
  • Custom Developments
  • Education
  • Find an Accountant
  • Find a Partner
  • Become a Partner
About us
  • Our company
  • Brand Assets
  • Contact us
  • Jobs
  • Events
  • Podcast
  • Blog
  • Customers
  • Legal • Privacy
  • Security

Odoo is a suite of open source business apps that cover all your company needs: CRM, eCommerce, accounting, inventory, point of sale, project management, etc.

Odoo's unique value proposition is to be at the same time very easy to use and fully integrated.

Website made with