solters platform module

Missed revenue: see which causes of loss to investigate first

A solters platform module for sales leaders: matches lost deals with missing or late contact after a bot call, showing deal amounts by sales rep and what to investigate.

Estimate in USD Reasons by sales rep Priorities for sales leaders

Create an account. For your data, you need a CRM connection, the necessary rights and module settings. Conditions for access to the module are specified separately.

Open platformHelp me set it up
Sales department report September
Lost deals · amounts to review
$21,726 USD
estimate for review
ManagerEstimateSignals
AKEmily K. ≈$7,483 late call ×4
IPMichael S. ≈$4,949 no calls ×2
MVSarah V. ≈$4,707 late call ×3
PDDaniel D. ≈$4,587 mixed signals
Basis: lost deal: the manager’s first call 4 hours 44 minutes after the bot’s call at a threshold of 15 minutes. Check the history before drawing a conclusion about the cause of the loss.
Lost dealmanager call not found
Reasons to investigate lost deals

The deal is lost. How was the contact handled?

Tasks and statuses are visible in CRM. It is important for the manager to see how quickly the team begins to work with the client.

Scenario 1
First call later than threshold

The deal has already been lost. The sales rep called after the set threshold following the bot call, which warrants a closer look.

Bot call10:02
threshold 15 min.10:17
first call14:46
within the threshold 4 hours 29 minutes after threshold
Scenario 2
After the bot call there is no call from the manager

No call appears in the data. Check how the sales rep communicated with the customer and what next step is planned.

Bot call11:30
threshold 15 min.11:45
no calls2 days
threshold has expired call not found in data

The signal is a reason to check the situation.
Determine the reason and priority in the context of the deal.

Department → manager → reason

From general assessment to specific action

The calculation covers deals already lost and closed in the selected period. Compare amounts by sales rep for two signals: a late call after the bot call or no sales rep call.

Team estimate and breakdown by sales rep

Start with an overall assessment and distribution by manager. Determine where a detailed analysis is needed.

  • Estimated amount by department for the selected period - the starting point of the conversation
  • Amounts by sales rep - where areas of attention are concentrated
  • Signal types: late first call, requests without calls
Discuss my department
Department picture September
Estimate for the period
$21,726 USD
Late first call
9 applications
No calls
5 applications
Sales rep breakdown of the estimate
Emily K.≈$7,483
Michael S.≈$4,949
Sarah V.≈$4,707
Daniel D.≈$4,587

Compare how the team handles leads

Compare the cases of a late first call and lost deals without a manager’s call. Understand the differences in team performance.

  • Two types of signals next to it you can see the nature of work with applications
  • Estimate by sales rep — comparable amounts for prioritization
  • Agenda 1:1 — specific requests for discussion with a person
How this looks in a team meeting
Managers September
ManagerLate
1st callNo callsEstimate
AKEmily K. 4 1 ≈$7,483
IPMichael S. 1 3 ≈$4,949
MVSarah V. 3 0 ≈$4,707
Reading line: Michael S. is dominated by lost deals without a manager’s call - a reason to check in which channel the communication is taking place and what is planned next.

Investigate the reason for each lead

Check what happened with the lead: first call time, the set threshold, and the available customer interaction history.

  • First call time against the threshold - the base of the signal
  • Deal context: lead events and the next step
  • Manager's decision: priority and responsible
Check with my data
Lead No. 1042 · Vector LLC
First call later than threshold
requires analysis
Bot call10:02
threshold10:17
call14:46
First call time14:46 · in 4 hours 44 minutes
First call threshold15 minutes
Calls for this lead1
Activity detailscorrespondence after the call
Step following the analysischeck closing history
Methodology

What the monetary estimate means

This module adds up the amounts of lost deals with an identified contact issue. It helps you decide which reasons for loss to investigate first.

Step 1
Period data

Deals already lost and closed during the period, plus the available call history.

Step 2
Contact verification

From the first bot call: there is no call from the manager or it is later than the configured threshold. Without a reference point, the criterion does not apply.

Step 3
Amount by manager

Eligible deal amounts are added in full. Estimated values are tracked separately from amounts recorded in CRM.

Deal amounts ≠ proof of why deals were lost

The contact issue and lost deal are linked in the report, but causation is not established. The sales leader checks the history and reasons.

Revenue ≠ profit

Lost profits also require consideration of expenses and margin. The indicators have different economic meanings.

Note. Check actual financial results against data on closed deals. The estimate is a guide for management decisions.
Manager's work

Turn the report into a planning meeting agenda

Four steps for using the report, from identifying an area of concern to checking changes. This is a workflow for reviewing the report, not a promise to recover revenue automatically.

01
Find an area of ​​attention

Overall picture of the department: assessment amount and distribution among managers for the period.

Department$21,726
4 managers in attention area
02
Understand the reason

Lead context and sales rep activity: call time, threshold, and deal events.

LLC "Vector"late call
14:46 at 15 min threshold
03
Determine Next Step

Priority and responsibility is the decision of the manager based on the results of the analysis.

Responsibleto the planning meeting until Thu
Michael S. - check the reasons for closure
04
Check the changes

Comparison over the selected period: how the picture changed after the decisions.

Comparable periodsdynamics check
check if there are fewer violations
Analysis of losses

From a lost deal to checking the reason

Check the data and the basis of the amount first, then discuss changes in the team's performance.

Department report September
Areas of attention
$21,726 USD
14 signals
First call later than threshold9 applications
Deals with no sales rep call5 applications
RegionSignalsEstimate
RKAdvertising · site requests late ×6 ≈$9,173
TPWarm base · return no calls ×4 ≈$7,725
VXInbox · sales line mixed ×4 ≈$4,828
Analysis · Warm base
Lead No. 2087 · StroyDom no calls · 2 days
Bot callTue 11:30
threshold11:45
Nowno calls
ResponsibleMichael S.
Calls for this lead0
Activity detailsletter sent
Step following the analysischeck the reason for the loss
Manager's question: How does not calling have anything to do with closing? Check other channels and the reason for the loss.

How is the amount calculated?

  1. Initial data. Let’s take a lost deal worth $1,207, closed in the selected period. There is the first call of the bot; The manager's call after it was not found. Responsible - Michael S.
  2. Rule. The deal falls into the group with no recorded sales rep contact. Its full amount is included: $1,207 × 1 deal = $1,207. This illustrates the calculation method, not a customer result or a probability of payment.
  3. What the sales leader saw. The total for Michael S. includes $1,207; The basis for analysis is the absence of a manager’s call after the bot’s call.
  4. How to check and act. Open the history of the lost deal: check the call loading, correspondence and reason for closure. Based on the results, adjust the process of processing new applications. An already closed deal does not become saved because of the report.

If a deal amount is zero, the median amount of won deals for the same customer is used. If unavailable, the median of won deals in the same funnel is used. If neither is available, the value is zero. Such substitutions are marked as estimates. The median is the middle value in an ordered set of amounts.

Meaning of the amount: this is the sum of deals with an identified contact issue, not proof that the issue caused the loss or a guarantee of recovering revenue.

Self-start

How to try

Start with one task in the platform. If you need help with permissions or setup, please contact us.

Step 1
Create an account

Open the platform registration form. This is access to your account, not ready-made data.

Step 2
Connect CRM

Choose a supported CRM and grant the required access to deals and calls. A CRM administrator may be needed.

Step 3
Configure the module

Set up the task: period, call threshold, and monetary estimate for lost deals.

Step 4
Check the result

Check the first total against the source deals, call history, and estimated value markers.

Create an account. For your data, you need a CRM connection, the necessary rights and module settings. Conditions for access to the module are specified separately. Registration does not replace data connection and does not automatically enable the rule.

Open platformHelp me set it up
Further

Take a broader look at sales

This module focuses on reviewing lost deals. It is part of the unified solters platform, alongside call assessment, reports, and other modules.

Platform Speech analytics and revenue management Analyzing calls from managers, evaluating conversations and working with department revenue in one loop. Open solution Module Stalled deals · SLA Signal to the manager when the manager misses the deadline for responding to an event in CRM. Open solution Company Home SOLTERS Who we are, what departments we work for and how the revenue management platform works. Home
FAQ

Questions about lost revenue

Deals already lost and closed in the selected period, where the sales rep's call after the first bot call was not found or occurred after the set threshold. Without a starting point, this criterion does not apply.
A qualifying deal with a positive amount is included in full. If its amount is zero, the median amount of won deals for the same customer is used; if unavailable, the median of won deals in the same funnel is used. If neither is available, the value is zero. Substitutions are marked as estimates. Payment probability is not applied.
No. A call may be missing from CRM, or the conversation may have happened through another channel. The sum of deals with a flagged contact issue does not prove that the issue caused the loss. The sales leader checks the history and context.
This is neither a guarantee of recovering revenue nor a payment forecast. The calculation covers deals already lost and helps select reasons to investigate so the team can improve how it handles new leads.
Revenue is the value of sales; profit accounts for costs and margin. This module does not calculate lost profit.
Open the platform: the link leads to creating an account. Then you need a supported CRM, data rights and module configuration. Registration does not provide a ready-made report on your data and does not mean that the module is free. If you need help, please submit a request using the free diagnostic form on this page.

More questions - write to us.

Free diagnostics

Find areas of growth in the sales department's work

Need help setting this up? Leave your name and phone number to discuss CRM data, permissions, and the basis for calculating lost deal amounts.

Free diagnostics of the sales department Thresholds and data - tailored to your process We check the first estimate together
Let's discuss the data, period and tasks of the department No software installation and no access to servers at this step

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