Differentiating Lost vs Archived Leads in CRM Reporting

Question

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 th

Zehntech Technologies Inc. · Answer

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

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