Won and Lost buttons on the card, each behind a confirm. Marking stamps the deal status plus a won or lost timestamp and writes a status-change row to the audit spine. The card stays in its current stage, because outcome and stage are separate questions.
Also called: deal outcome · closed won · closed lost · why did we lose it
- 1Marking writes status and the matching timestamp to the canonical opportunity row
- 2A status-change lifecycle row records who marked it, their role, the stage it was in and when
- 3The badge updates immediately rather than waiting for the next poll
- 4The confirm states plainly that the card stays in its current stage
Losing a deal meant dragging the card somewhere that misrepresented what happened, which destroyed the only record of where in the process it actually died. Outcome is now recorded separately from stage: mark a deal won or lost, with the moment it was decided, and the card stays where it was. That is what makes it possible to answer which stage the company loses deals at.
- Outcome and stage conflated into one field
- Losing the information about where in the process a deal failed
- No timestamp on when a decision was made
See it on your own jobs
Twenty minutes, your numbers, no slide deck. We’ll build one of your real buildings in front of you and send you the estimate link at the end — yours to keep either way.
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