How to Conduct Win/Loss Analysis
Analyze won and lost deals to understand competitive dynamics and improve win rates.
Tools Needed
- Clozd
- Gong
- CRM systems
- Survey tools
Deliverables
- Win/loss report
- Competitive insights
- Sales recommendations
Stakeholders
- Sales
- Product Marketing
- Product
- Leadership
Step-by-Step Guide
Follow these steps to successfully conduct win/loss analysis.
Identify deals to analyze (won and lost)
Conduct interviews with buyers
Review CRM data and sales notes
Categorize reasons for wins and losses
Identify patterns by competitor
Extract actionable insights
Share findings with sales and product
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