Learn from missed deals and improve your follow-up strategy
In real estate investing, not every opportunity results in a closed deal—but every missed opportunity is a chance to improve. The Lost Opportunities section in Invelo helps you analyze what didn’t convert across your pipeline—from prospects to leads and deals. By understanding where and why opportunities were lost, you can adjust your follow-up process, refine your outreach, and ultimately close more deals.
What you’ll find in this section
The Lost Opportunities dashboard provides a clear overview of:
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Total Lost Opportunities: The combined number of prospects, leads, and deals that did not convert. This gives you a high-level view of overall missed chances.
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Prospects Lost: Number of potential sellers who never progressed beyond the initial stage.
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Leads Lost: Contacts who showed interest but did not convert to deals.
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Deals Lost: Opportunities that reached the final stage but didn’t close.
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Missed Profit: The estimated potential profit that was lost with these deals.
- Reasons for Lost Opportunities: See why opportunities were marked as lost, with reasons like Recently Sold, Do Not Contact, Title Issues, and more. These reasons help you identify trends and refine your qualification process.
Each of these metrics and insights is designed to help you evaluate performance, identify common deal-breakers, and optimize your sales and marketing strategies accordingly.
How to use this data
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Identify Bottlenecks: See which stage (prospecting, lead nurturing, or deal closing) has the highest drop-off rate.
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Refine Your Follow-Up: Use patterns from lost opportunities to improve your timing, messaging, or method of outreach.
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Evaluate Profit Potential: Assess which types of opportunities resulted in the highest missed profits to better prioritize similar ones in the future.
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Adjust Your Strategy: Use insights to fine-tune your marketing campaigns, sales scripts, or team workflow.
Final Tip
Review your lost opportunities regularly. Consistent analysis can reveal trends that one-off reviews might miss—and that insight can be the key to turning future losses into wins.
Need support?
In case you have further questions or clarifications regarding Lost Opportunities, feel free to reach out to the Invelo support team by sending them a message through the in-app chat or email at support@inveloapp.com.