sales
win-loss-analysis
Analyze why deals were won or lost, extract competitive intelligence from deal outcomes, and find patterns across closed deals.
Structured analysis of closed deals to extract the real reasons behind wins and losses, identify patterns across deal outcomes, and generate actionable recommendations for sales execution, competitive positioning, and product strategy.
What it needs
- deal_data — Deal details: company name, outcome, value, timeline, stakeholders, competitor, rep notes, and any buyer feedback or interview transcripts
- client_id — Client ID if deal record exists in vault
- deal_data — Multiple deal records: CRM export, spreadsheet, or structured list of closed deals with outcomes, values, loss reasons, competitors, and timelines
- period — Time period for analysis (e.g., 'Q1 2026', 'last 6 months')
What you get
- Complete deal analysis with profile, timeline, buyer journey reconstruction, real reason, key moments, and recommendations
- Pattern analysis with segment breakdowns, loss reason distribution, competitive win/loss, win themes, and prioritized recommendations
Ask it like this
- why did we lose that deal
- win-loss review
- analyze our closed deals
- what are we losing to
- deal post-mortem
- deal autopsy
- competitive losses
- why did we win that deal