Lost or sold sales

•

Version: 10

• 3 minutes to read

In the end, regardless of whether you followed a sales guide or not, a sale is either sold or lost. It is time to wrap things up and at the same time make sure the seller and others can learn from it either way.

Status	Description
2	Sold
3	Lost

Sold

The date and amount are no longer estimates, and you can record the actual values. Also, keeping track of why the sales rep made the sale can prove beneficial.

NSListAgent listAgent;
NSSaleAgent saleAgent;

NSSaleEntity sale = saleAgent.GetSaleEntity(4);

sale.SetStatus(2);
sale.SetSaledate(getCurrentDateTime());
sale.SetAmount(Float("59.7"));
sale.SetReasonSold(listAgent.GetReasonSold(3));
sale.SetCredited(listAgent.GetCredited(5));

sale = saleAgent.SaveSaleEntity(sale);

List available reasons for winning

SearchEngine se;
se.addFields("ReasonSold", "ReasonSold_Id,name");
print(se.executeTextTable());

List the latest successful sales

You can get the won sales directly from the agent without filtering by date and status. When calling GetRecentSales(), you can optionally limit the result by an amount and/or count.

Tip

To ignore a filter, set it to -1.

NSSaleAgent saleAgent;
NSSale[] saleList = saleAgent.GetRecentSales(-1, 10);

for(Integer i = 0; i < saleList.length(); i++) {
  print(saleList[i].GetTitle() + "\t ID: " + saleList[i].GetSaleId().toString() + "\t amount: " + saleList[i].GetAmount().toString(1));
}

The result is sorted descending with the most recent at the top.

Lost

Lessons learned: why the sale was lost and to which competitor.

NSListAgent listAgent;
NSSaleAgent saleAgent;

NSSaleEntity sale = saleAgent.GetSaleEntity(4);

sale.SetStatus(3);
sale.SetSaledate(getCurrentDateTime());
sale.SetReason(listAgent.GetReason(4));
sale.SetCompetitor(listAgent.GetCompetitor(1));

sale = saleAgent.SaveSaleEntity(sale);

List available reasons for a loss

SearchEngine se;
se.addFields("Reason", "Reason_id,name");
print(se.executeTextTable());

List sales lost in a given month

DateTime start = String("2020-01-01").toDateTime();
DateTime end = start;
end.moveToMonthEnd();

NSSaleAgent saleAgent;
NSSale[] saleList = saleAgent.GetSalesByDate(start, end,-1,3);

if (saleList.length() == 0) {
  printLine("No lost sales in month " + start.getMonth().toString());
}
else {
  for(Integer i = 0; i < saleList.length(); i++) {
    print(saleList[i].GetTitle() + "\t ID: " + saleList[i].GetSaleId().toString());
  }
}

Note

GetSalesByDate() returns the simple NSSale type. If you want to dig into details such as reasons for losing the sale, you need to also fetch the corresponding NSSaleEntity based on the sale ID.

List sales lost by reason

SearchEngine se;
se.addFields("sale", "sale_id,associate_id,contact_id,comptr_id");
se.addCriteria("sale.status", "OperatorEqual", "1","OperatorAnd", 3);
se.addOrder("sale.reason_id", false);

if (!se.eof()) {
  print(se.executeTextTable());
}

Stalled sales

reasonStalled_id: reference to why the sale is stalled
reopenDate: when the sale should be reopened