Win and loss reporting

CRM > Win / loss answers what you won, what you lost and why, over a period you choose. It reads your sales pipeline, so it needs nothing set up beyond marking deals won or lost as you go. The periods offered are the last three months, the last twelve months and the last two years, and they are real calendar months counted back from today rather than a rounded number of days.

The most common reason this report looks empty or wrong is upstream of it: a deal that was really lost but was left sitting in an open stage never appears as a loss. The report is only as honest as the pipeline behind it, so closing deals out properly is what makes it worth reading.