Read Lost and Junk percentages
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Interpret the lost/junk figures as percentages of the counted filtered leads.
Where to goAdmin Area → Lead Filters → Lead Filters
Before you start
- Verify the module is active and use the exact navigation shown above.
- Use an account with the stated module and core CRM permissions.
- Use known test records when changing statuses, visibility, saved filters or global navigation.
What this guide helps you do
Interpret the lost/junk figures as percentages of the counted filtered leads. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.
Follow these steps
- Apply the report.
- Note total counted leads across the summary.
- Check Lost and Junk counts and percentages.
- Compare with the corresponding Lead Type filters.
Fields and options
LostCount and percentage of the summary total.
JunkCount and percentage of the summary total.
Rules and limits
- Percentages depend on the filtered total and may change when any criterion changes.
Check it worked
- The lost/junk review completes without a validation or permission error.
- The refreshed report, menu or saved-template page shows the expected state.
- A second authorised user sees only the records and navigation allowed by their core CRM permissions.
Security, privacy and operational checks
- Test changes with a non-production record or a controlled administrator account before wider rollout.
- Do not use navigation visibility as a substitute for core CRM record permissions.
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