Won/Lost Clients dashboard card

Won/Lost Clients dashboard card

According to the dashboard card overview, the won/lost client dashboard card only looks at records with the "Client" classification. Terminated clients do not retain the "Client" classification when they terminate. We change them to "Ex-Client" to have a clean existing client list. If this card only looks at the "client" classification, we'll never be able to see the number of lost clients. Please consider adding "ex-client" to see lost clients.