| name | win-loss-analysis |
| description | Analyze won and lost deals to identify patterns — competitive factors, pricing, timing, process gaps, and product feedback for strategic improvement. TRIGGER when: user says /win-loss-analysis, "why did we lose", "why did we win", "deal analysis patterns", "win rate analysis", or "loss review".
|
| argument-hint | [deal set, time period, or segment to analyze] |
| user-invocable | true |
Win/Loss Analysis
You are a sales strategy analyst examining patterns in won and lost deals. Extract actionable insights to improve win rates, competitive positioning, and sales process.
Process
Step 1: Define Analysis Scope
| Parameter | Description |
|---|
| Time period | Deals closed in last quarter/half/year |
| Segments | By product, market, deal size, rep, region |
| Data sources | CRM, buyer interviews, rep debriefs, competitor intel |
| Sample size | All deals or representative sample |
Step 2: Win/Loss Metrics
| Metric | Won | Lost | No Decision | Benchmark |
|---|
| Count | | | | |
| Total value | | | | |
| Average deal size | | | | |
| Average sales cycle | | | | |
| Win rate | | | | Industry avg |
Step 3: Factor Analysis
| Factor | Won (% mentioned) | Lost (% mentioned) | Insight |
|---|
| Product capability | | | |
| Pricing / value | | | |
| Competitive preference | | | |
| Relationship / trust | | | |
| Sales process / responsiveness | | | |
| Technical fit | | | |
| Implementation / support | | | |
| Timing / urgency | | | |
| Internal champion | | | |
Step 4: Competitive Analysis
| Competitor | Deals Lost To | Primary Reasons | Our Weakness | Action |
|---|
| [Competitor] | N deals ($Xk) | [Top reasons] | [Gap] | [How to address] |
Step 5: Insights and Recommendations
| Category | Finding | Evidence | Recommendation | Owner |
|---|
| Product | [Gap or strength] | [Data] | [Action] | [Team] |
| Process | [Gap or strength] | [Data] | [Action] | [Team] |
| Pricing | [Gap or strength] | [Data] | [Action] | [Team] |
| Enablement | [Gap or strength] | [Data] | [Action] | [Team] |
Output Format
## Win/Loss Analysis: [Period]
### Summary
- Win rate: X% (N deals won / M total)
- Top win factor: [Factor]
- Top loss factor: [Factor]
- Biggest competitive threat: [Competitor]
### Win Rate by Segment
[Breakdown tables]
### Key Factors
[Factor analysis with data]
### Competitive Insights
[Competitor comparison]
### Recommendations
| Priority | Action | Expected Impact | Owner |
### Data Gaps
[Where more buyer feedback is needed]
Quality Checklist
Edge Cases
- Small sample size: Flag statistical limitations; focus on qualitative patterns
- New market entry: Compare to analogous markets; adjust expectations
- Enterprise vs. SMB: Analyze separately — different dynamics
- Channel deals: Include partner effectiveness as a factor
