Marking a deal as Lost (and why) — plus the Sales Funnel

Tell ALMAS why a deal was lost. When you move a sales project to the Lost status, ALMAS asks you for a short reason (e.g. "price", "chose a competitor", "project cancelled"). Type it in and save — the reason is kept with the project and shows in its activity history. Capturing the reason helps your team learn what's costing you deals.

See the big picture on the Sales Funnel. The sidebar has a new Sales → Funnel page. It shows your pipeline as a funnel — how many deals sit at each stage (Pre-sales, Sales, Deployment, Support) — alongside key sales numbers: deals won, deals in progress, your win rate, and a lost-deals count. It's a one-screen read on where your deals are and how the pipeline is performing.