Know exactly why you win and lose every deal
Enforce structured won and lost reason capture across CRM, guided wizards, and sale order lines, then turn that data into revenue-weighted win/loss analytics your team can act on.
The problem
Reps mark opportunities lost with no reason, or type free text that produces dozens of synonyms for the same root cause. Odoo has no native won-reason concept at all, so the story of why deals succeed disappears the moment they close — leaving managers unable to answer “why are we losing” or “which competitor keeps beating us.”
The solution
Deal Won & Lost Reasons enforces standardized won and lost reason capture everywhere a deal can close — form, bulk action, and wizard dialog — then layers in competitor tracking, price-gap percentage, guided notes, automatic lost-lead recovery, and a revenue-weighted analytics dashboard so every closed deal becomes usable intelligence.
Everything you need to turn closed deals into intelligence
Every capability below is implemented in the module.
Won and lost reason master data
A managed Won Reason list mirrors Odoo's native Lost Reasons, giving you one consistent, centrally configured picklist for both outcomes instead of scattered free text.
Competitor registry
Track every company that beats you on a managed Competitor list, with a smart button on each competitor showing exactly how many deals they have won from you.
Enforcement across every path
Required reason capture is enforced on the form button, the Won and Lost wizard dialogs, and bulk pipeline actions — not just one bypassable button — so completeness stays high.
Price-gap tracking
Log the price-gap percentage against the winning competitor on every lost opportunity, answering not just why you lost but by how much.
Guided closing notes
A prompted context note with a configurable minimum length replaces blind character counts, encouraging reps to write something reporting can actually use.
Automatic lost-lead recovery
Configurable recovery rules match a lost reason and source stage to a target team and stage, automatically re-routing and reactivating recoverable leads instead of letting them disappear.
High-value loss escalation
Losses above a configurable revenue threshold automatically create an escalation activity for the team manager, so the biggest losses never go unreviewed.
Revenue-weighted win/loss analytics
A dedicated Win/Loss report, with list and pivot views, breaks down every closed opportunity by reason, competitor, and revenue — not just deal count.
Sale order line-level lost marking
Mark individual quotation lines as lost with their own reason directly from the order line row, capturing lost intelligence below the opportunity level.
How it works
Configure
Define won and lost reasons, build your competitor registry, and set enforcement toggles and thresholds from Sales/CRM Settings.
Capture
Reps mark opportunities won or lost through guided wizards that require a reason, competitor, price gap, and closing note before the deal can close.
Route
Recovery rules automatically reassign recoverable lost leads to a new team and stage; high-value losses escalate to the sales manager.
Analyze
Revenue-weighted Win/Loss reports break down outcomes by reason, competitor, team, and rep so managers can act on real data.
Frequently asked
No sales fog. If your question isn't here, email us and we'll answer it the same way.
No — it extends them. Your existing lost reasons keep working; the module adds a matching Won Reason list plus enforcement, competitor, price-gap, and analytics on top.
Buy it on the Odoo App Store
Purchase, download and install directly from the official Odoo Apps Store — you'll always get the latest supported build.
Deal Won & Lost Reasons
Enforced won and lost reasons on every closing path, competitor and price-gap tracking, automatic lost-lead recovery and revenue-weighted analytics — down to individual sale order lines.
Buy on Odoo App Store