SOLVA TRADE

Your company

Kenya

DEAL LOSS REASONS REPORT

Lost opportunity reasons and value

# SAL-DEA-710447

Generated 17 Sept 2026, 22:51:50

Solva Trade

Loss Window

Document No.
SAL-DEA-710447
Date
2026-09-17
Terms
As entered
Due / Action Date
2026-09-17

Tracks rejected quotations, cancelled orders and missed opportunities when recorded.

Recovery

Deal Loss Reasons Report is prepared from the submitted workflow values and tenant records.

Shows where sales are being lost and what to fix.

Management Use

Your company

Main workspace

Useful for pricing, credit, stock availability and competitor review.

Control Purpose

Start recording lost deals so this report can explain lost revenue by reason and value.

Loss reasons, lost count, lost value and next action
Loss reasonsLost countLost valueRecommended action
No lost-deal records posted0KES 0.00Start recording rejected quotations, cancelled orders and lost opportunities.

Approval and Audit

Prepared
ST - User
Reviewed
Pending manager review
Approved
Pending owner approval where required
Audit status
Tenant scoped and export logged
  • Created from the selected Solva Trade process.
  • Includes header details, line details, totals, approval state, and audit context.
  • CSV output protects spreadsheet users from formula injection.
  • Tenant identity: Your company.
  • Sales report values come from posted invoices, invoice items, customers, branches and FIFO/source-cost allocations where available.
  • Tenant payment instructions are not configured yet.
  • Company logos are included when the business profile provides one; Solva Trade branding and watermark remain on every report.
SubtotalKES 0.00
DiscountKES 0.00
TaxKES 0.00
TotalKES 0.00
Balance dueKES 0.00
Prepared by
Sales manager
Owner review

Document Note

Start recording lost deals so this report can explain lost revenue by reason and value.