CRM Setup

Who we lose to

Closed deals only — an open one has not been won or lost, and counting it as either makes the rate move every time somebody opens a quote. Deals with no competitor recorded get their own row: not knowing who you were up against is the finding worth acting on, and hiding it makes the rest look authoritative.

Nothing closed yet.

Campaign return

Won revenue against budget. A campaign with no budget shows no multiple at all rather than an infinite one: dividing by nothing is an unanswered question, not a spectacular result.

No campaigns yet.

Territories

customers.territory_id has been a code with no vocabulary behind it since the customer table was created. A territory carries its owner: without one it is a label, with one it answers “whose account is this”.

Competitors

Free text made “Siemens” and “siemens” two competitors in every report, and the split landed on the name that mattered most.