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Help

Differentiating Lost vs Archived Leads in CRM Reporting

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crmleads
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Nupur Varma

In Odoo CRM, both Leads/Opportunities marked as Lost by the sales team and Leads that are manually archived appear together in the same area. This is creating confusion in reporting.

Ideally, Lost leads represent opportunities where efforts were made, follow-ups happened, but the deal could not be closed and was therefore marked as lost. In contrast, Archived leads are records that were never suitable or relevant in the first place, so they were simply removed from active use.

How can these two scenarios be differentiated? Since they represent different business outcomes, combining them is impacting reporting accuracy.

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Zehntech Technologies Inc.
Jawaban Terbai

Hello,

Yes, this differentiation is important for accurate CRM reporting.

In standard Odoo behavior:

  • Lost Opportunities are records explicitly marked as “Lost” after sales activity.
  • Archived Leads are simply inactive records hidden from active pipelines.

Although both may appear together in some views, they represent different business cases and should ideally be reported separately.

A common approach is to:

  • Use filters/reports based on the Lost status
  • Exclude Archived records from performance reporting
  • Optionally add a custom reason/category field (via Odoo Studio or customization) for better tracking

This helps maintain cleaner sales analytics and more meaningful conversion reporting.

Hope this works for you! If you need any help implementing this or want a more optimized approach, feel free to reach out for further discussion.

Regards,

Zehntech Technologies Inc.

santosh.sekwadia@zehntech.com

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