Use Sunburst to quickly generate reports on Lost transactions, including when a transaction was marked Lost and the recorded Lost Reason. These insights can help identify trends, improve coaching conversations, and better understand why opportunities are falling out of your pipeline.
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Running a Lost Transaction Report
Sunburst can generate reports for transactions that have been marked as Lost, making it easy to review deals that did not close and identify common reasons for lost business.
Simply ask Sunburst for the report using natural language. You can request data for specific date ranges, transaction types, agents, or a combination of filters.
For example:
"Provide me with a report of my Lost transactions for 2026 YTD. Include both Buyers and Sellers."
Sunburst will compile the requested information and return a report based on your criteria. The generated report may include the following information:
Field | Description |
Transaction ID | The unique ID for the transaction. |
Lead Agent | The primary agent assigned to the transaction. |
Property Address | The property's address. |
Lost Date | The date the transaction was marked as Lost. |
Lost Reason | The reason selected when the transaction was marked as Lost, if one was recorded. |
ℹ️ Note: Lost Reasons only appear if a reason was entered when the transaction was marked as Lost.
Example Prompts
Here are a few ways you can ask Sunburst for Lost transaction data:
"Show me all Lost transactions for 2026 YTD."
"Show me Lost Buyer transactions from the last 90 days."
"List Lost Seller transactions for Agent John Smith this quarter."
"What are the most common Lost Reasons for my team this year?"
"Show me Lost transactions from last month, including Lost Dates and Lost Reasons."
Best Practices
To get the most value from Lost transaction reporting:
Always select a Lost Reason when marking a transaction as Lost.
Review Lost transaction reports during one-on-one coaching sessions and team meetings.
Look for recurring Lost Reasons to identify trends and opportunities for process improvements.
Filter reports by agent, timeframe, or transaction type to uncover more targeted insights.