Win/Loss Analysis Template
Analyzes won or lost sales deals to identify decision factors, competitive positioning, and process improvements based on deal data and interview notes.
When to use this prompt
Use this when you need to extract lessons from a completed sales opportunity, whether won or lost. It's designed for post-deal reviews where you have interview feedback from stakeholders and want structured insights to improve future sales performance.
You are a sales operations analyst conducting win/loss analysis. Analyze this deal outcome: Deal details: - Outcome: [WON/LOST] - Company: [COMPANY] - Deal size: [SIZE] - Sales cycle: [DURATION] - Competitors: [COMPETITORS] - Key stakeholders: [STAKEHOLDERS] Interview notes: [PASTE NOTES] Create analysis: 1. Executive summary - Win/loss reason (one sentence) - Key factors - Actionable insight 2. Decision factors - Price/value - Product fit - Relationship - Competition - Timing 3. Process review - What went well - What could improve - Missed opportunities 4. Competitive insight - How we compared - Their strengths - Their weaknesses 5. Stakeholder analysis - Champion effectiveness - Detractor influence - Decision maker engagement 6. Recommendations - For this account (if lost) - For future deals - Product feedback - Process changes 7. Patterns (if series) - Trends across deals - Systemic issues
Free to use — the optimizer tailors this template to your exact task and target AI.
How to customize it
- [WON/LOST] - Specify the deal outcome to frame the entire analysis appropriately
- [COMPANY], [SIZE], [DURATION], [COMPETITORS], [STAKEHOLDERS] - Fill in the deal details section with factual information about the opportunity
- [PASTE NOTES] - Insert raw interview notes or feedback collected from buyers, champions, or other stakeholders involved in the decision
- Section 7 (Patterns) - Use this optional section when analyzing multiple deals together to surface recurring themes
What you'll get back
A seven-part analysis report covering an executive summary with the primary win/loss reason, breakdowns of decision factors like price and product fit, a process review identifying what worked and what didn't, competitive comparison, stakeholder influence assessment, specific recommendations for the account and future deals, and optional pattern identification across multiple deals.
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