Opportunities - suggestion for a loss of revenues for existing customer

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Posted on by Cat_Car

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Hello,

We are looking for suggestions on how do your companies proceed to identify loss of revenues in the CRM but only the ones that are for existing customers and that we lose only a part of the revenues.

For example : For customer ABC we have an annual revenue of $150 000 and we plan to loose $50 000. So it is not an opportunity because we know we will loose volumes, but should we still create an opportunity with negative revenues and close it as won since the amount is negative or create an opportunity with positive revenues and close it as lost? That is what we thought of, but if any of you have a different process, we would like to know.

Thanks in advance

Cat