Dassault Systèmes · Schema
Reason Lost
A list of reason lost is used to identify the reason(s) for loss of an opportunity and for a Lead (which will give insight for the lessons learnt). Note : It is defaulted to `No Project` if value is Not provided during creation of the lead-opportunity.
3DEXPERIENCEPLMProduct Lifecycle ManagementCADManufacturingSolidWorksCATIAENOVIAEngineering3D Collaboration
JSON Schema
{
"$schema": "https://json-schema.org/draft/2020-12/schema",
"$id": "https://api-evangelist.github.io/dassault/json-schema/reason_lost.json",
"title": "Reason Lost",
"type": "string",
"enum": [
"BETTER_COMP_OFFER",
"CLIENT_DOES_NOT_SEE_VALUE",
"LACK_OR_LOSS_OF_CHAMPION",
"FUNC_GAP",
"HIGH_IMPLEM_COST",
"LACK_OF_REF",
"OFFER_DOES_NOT_MATCH_NEEDS",
"QUALITY_ISSUE",
"DS_SKILLS_SUPPORT_ISSUE",
"PARTNER_SKILL_SUPPORT",
"REL_LEVEL_ISSUE",
"SOFT_COST_TOO_HIGH",
"TERMS_COND_ISSUE",
"COST_OF_SALES_TOO_HIGH",
"LACK_OF_SKILLS_TO_SUPPORT",
"LACK_OF_TECH_RESOURCES",
"NOT_A_DS_PRIORITY",
"NOT_A_PARTNER_PRIORITY",
"CLIENT_BANKRUPT_OR_ACQUIRED",
"CLIENT_HAS_NO_MORE_NEED",
"CLIENT_HAS_NO_MORE_BUDGET",
"DUP_COPY",
"IT_DRIVEN_ACTIVITIES",
"LOST_TO_ANOTHER_PARTNER",
"SALESOPS_ACTIVITIES",
"TERRITORY_REJECT",
"INADEQUATE_REF",
"WRONG_PARTNER_OR_DS_SALES",
"MISSING_INFORMATION",
"INCORRECT_CHANNEL",
"UNMOVABLE_COMPET",
"OPPY_ALREADY_EXISTS",
"NO_PROJECT",
"IMMATURE_PROJECT",
"DUP_LEAD",
"DUP_OPPY",
"CUST_BNKRUPT",
"NVR_SUCCEED_RECHN_CUST",
"NT_ENG_RLVNT_EVD_CUST",
"ROI_NT_VIBLE",
"VLD_CUST_EXPLNTN",
"MERGED",
"EMPTY"
],
"description": "A list of reason lost is used to identify the reason(s) for loss of an opportunity and for a Lead (which will give insight for the lessons learnt).\n<ins>Note :</ins> It is defaulted to `No Project` if value is Not provided during creation of the lead-opportunity.",
"x-enumDescriptions": {
"BETTER_COMP_OFFER": "Better competition offer",
"CLIENT_DOES_NOT_SEE_VALUE": "Client does not see value",
"LACK_OR_LOSS_OF_CHAMPION": "Lack or loss of Champion",
"FUNC_GAP": "Functional gap",
"HIGH_IMPLEM_COST": "High Implementation cost",
"LACK_OF_REF": "Lack of references",
"OFFER_DOES_NOT_MATCH_NEEDS": "Offer does not match needs",
"QUALITY_ISSUE": "Quality issue",
"DS_SKILLS_SUPPORT_ISSUE": "DS skills & support issue",
"PARTNER_SKILL_SUPPORT": "Partner skills & support",
"REL_LEVEL_ISSUE": "Relationship level issue",
"SOFT_COST_TOO_HIGH": "Software cost too high",
"TERMS_COND_ISSUE": "Terms & conditions issue",
"COST_OF_SALES_TOO_HIGH": "Cost of Sales too high",
"LACK_OF_SKILLS_TO_SUPPORT": "Lack of skills to support",
"LACK_OF_TECH_RESOURCES": "Lack of tech resources",
"NOT_A_DS_PRIORITY": "Not a priority for DS",
"NOT_A_PARTNER_PRIORITY": "Not a priority for Partner",
"CLIENT_BANKRUPT_OR_ACQUIRED": "Client Bankrupt/Acquired",
"CLIENT_HAS_NO_MORE_NEED": "Client has no (more) need",
"CLIENT_HAS_NO_MORE_BUDGET": "Client has no (more) budget",
"DUP_COPY": "Duplicate copy",
"IT_DRIVEN_ACTIVITIES": "IT driven activities",
"LOST_TO_ANOTHER_PARTNER": "Lost to another partner",
"SALESOPS_ACTIVITIES": "SalesOperations activities",
"TERRITORY_REJECT": "Territory reject",
"INADEQUATE_REF": "Inadequate references",
"WRONG_PARTNER_OR_DS_SALES": "Wrong Partner/DS Sales",
"MISSING_INFORMATION": "Missing information",
"INCORRECT_CHANNEL": "Incorrect channel",
"UNMOVABLE_COMPET": "Unmovable compet.",
"OPPY_ALREADY_EXISTS": "Oppy already exists",
"NO_PROJECT": "No Project",
"IMMATURE_PROJECT": "Immature project",
"DUP_LEAD": "Duplicate lead",
"DUP_OPPY": "Duplicate oppy",
"CUST_BNKRUPT": "Customer bankruptcy",
"NVR_SUCCEED_RECHN_CUST": "Never succeed in reaching customer (mail/phone/letter)",
"NT_ENG_RLVNT_EVD_CUST": "Not enough relevant evidences to escalate with the customer (at risk at the court)",
"ROI_NT_VIBLE": "ROI for enforcement not viable",
"VLD_CUST_EXPLNTN": "Valid Customer Explanation (approved by legal)",
"MERGED": "Merged",
"EMPTY": "Empty"
},
"example": "CLIENT_HAS_NO_MORE_BUDGET"
}