Dashboards and reports

Rizer gives you complete visibility into how your lost deals and leads are being recycled. Two areas work together to provide this: the Dashboard for high-level monitoring, and the Reporting section for deep-dive analysis. Used together, they help your sales, product, and leadership teams spot opportunities, fix weaknesses, and win back more revenue.

The Dashboard

The Dashboard is where you get a real-time snapshot of recycling performance. Right at the top, you’ll see four headline numbers:

• In recycling – The total value of deals currently going through nurturing.
• Added to recycling – The value of deals most recently imported.
• Recycling completed – Deals that went through the full cycle, whether won or lost.
• Wins – The actual revenue recovered thanks to recycling.

This gives you an instant sense of progress: how much value is in play, how much you’ve processed, and how much you’ve already won back.

AI Recommendations

Below the highlights, Rizer surfaces AI-powered recommendations. These are prioritized insights suggesting what actions will drive the biggest impact next. Examples include escalating a missing feature to engineering, creating a competitor-specific nurture sequence, or adjusting callback timing. This feature helps you focus your energy on changes that directly improve win rates.

Top 5 Missing Features

This section shows which product features customers most frequently cite as reasons for choosing another solution.

Product managers can prioritize development based on real lost revenue potential, while sales can prepare better responses to objections in the meantime.

Top 5 Competitors

This lists the competitors you lose to most often, along with customer satisfaction ratings and how much revenue is lost to each.

Sales leadership can tailor competitive battlecards and training, while marketing can launch targeted campaigns against these specific competitors.

Loss Reasons Over Time

A chart that visualizes all the reasons leads and deals have been lost across your history.

By spotting patterns (e.g., price objections rising, or more deals lost to “no budget”), you can adjust pricing strategies, sales messaging, or targeting criteria.

Deals Ready for Callback

A time-based view showing how much deal value is scheduled for re-engagement in the next days, weeks, or months.

Sales managers can forecast upcoming workloads, ensuring reps are prepared when large amounts of value are about to re-enter the pipeline.

Reporting

While the Dashboard gives you the big picture, the Reporting section lets you drill down into specifics. Each report is designed to answer a critical question for your business.

Competitor vs. Recycle Reason

This report cross-references the competitors you’ve lost to with the reasons why.

It tells you why each competitor wins against you. For example, if “Competitor A” consistently wins because of pricing, that’s a pricing strategy issue. If “Competitor B” wins due to missing features, that’s a product roadmap issue. This allows different teams to act on precise causes.

Competitor vs. Missing Feature

Shows which competitors are winning leads or deals specifically because of feature gaps in your product.

Product and engineering can directly tie feature requests to lost revenue, which helps with prioritization. It also informs marketing and sales on how to message around current limitations while those features are under development.

Competitor vs. Pricing

Focuses purely on situations where price drove the outcome, comparing your pricing against competitors.

Finance and sales can see if you’re consistently undercut in certain segments. Leadership can decide whether to adjust pricing, add lower-cost tiers, or strengthen value messaging to defend against discounting competitors.

Sales Rep vs. Recycle Reason

Analyzes how each sales rep’s lost leads and deals break down by recycle reason.

Sales managers can identify training opportunities. For example, if one rep loses more deals to “Unclear value/ROI” than others, it signals a need for coaching on value selling. If another loses more deals to “Implementation too complex,” they may need better technical enablement.

Why This Matters

Together, the Dashboard and Reporting make your recycling process data-driven.

• Sales teams get clarity on when and how to follow up.
• Product teams get evidence-backed insights into what to build next.
• Marketing gets guidance on competitor positioning and messaging.
• Leadership gets a clear measure of how much revenue is being recovered, where it’s slipping away, and what levers to pull.

Rizer doesn’t just help you recycle leads and deals—it helps you continuously learn from every loss, turning missed opportunities into a roadmap for growth.