Branch Reporting - CRM - Lost Enquiries

Accessing the Reporting Module

To begin:

1. Click on ‘Reporting’ at the top-right of your Rave screen.

2. Depending on your permission level, you will see tabs for:

   • Company

   • Branch

   • Salesperson

For this guide, we are focusing on the Branch tab.

Navigating to CRM Reports

1. In the Reporting Module, click on the CRM tab (left-hand side).

2. You will now see a list of available CRM reports.

3. The Enquiries Lost report is the one you need for this guide. 

Your Lost Enquiries Report tracks enquiries that have been lost within the date range you set at the top of the screen.

• The first graph displays the total number of lost enquiries during the selected period.
• The second graph breaks down losses by your customised Lost Reasons.
• The bottom half of the report lists all lost enquiries By Branch.

You can filter this list by Client, Enquiry, Project, Lost Reason and Salesperson, which helps identify patterns and provides useful follow-up information to address recurring issues

Your Branches Lost Reasons are fully customisable and editable. 

This feature is permission-based and found under CRM in your profile dropdown menu.
Note: Not all users will have access to this functionality.

You can Edit, Merge, Archive, or Delete lost reasons as needed.