Tag sales processes

Sales Automation

Lost Sales Analysis in Field Sales: How to Record the Orders You Could Not Take

Lost sales analysis: above the waterline a small iceberg tip with green bars (invoiced sales), below it a large hidden mass with dashed slots for an empty stock box, price tag, padlock, competitor flag and clock; left a phone order list with one red line, right a reason-bar report and a restock action card

A practical guide to recording orders lost to stock-outs, price, credit limits or competitors with reason codes in the field and turning them into weekly actions.

Duru Çapar
October 23, 2026

Sales Automation

Credit Limit Control in Field Sales: How to Stop Risky Orders Before They Ship

Credit limit control: customer shop card with an open-balance ledger and an overdue row on the left, a credit-limit gauge with its needle in the red zone and a usage bar overshooting the limit in the middle, an ERP server and balance database below, and the rep's phone on the right with the new order on hold and a locked confirm button

Credit limit control in field sales compares the customer's open balance and the new order value with the credit limit in the ERP the moment a rep enters an order. The check flow, practical rules for the field and a rollout checklist.