TormanoUse Mark Won or Mark Lost on the deal itself to record why it closed. Dragging a card into a Won or Lost column moves the deal but does not capture a reason.
Recording a reason
Click Mark Won or Mark Lost on the deal. A dialog opens with two optional fields:
- Win reason or Loss reason: up to 500 characters of your own words, such as best price and fastest delivery or chose a competitor. Agree the wording with your team, because the report groups on what you type.
- Note: a longer explanation, kept on the deal’s timeline.
The reason is saved on the deal and shown on its detail page.
Win/loss report
Open Deals > Analytics and select the Win/Loss tab. It shows:
- Win rate, grouped by your choice of Month, Quarter, Owner, or Pipeline.
- Top Win Reasons and Top Loss Reasons: the reasons you record most often.
A time filter narrows the report to a recent period.
Why this matters
After a few months of consistent reasons, the report shows who is winning and which competitors and objections keep coming up.