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Sales

Deal Win/Loss Analyzer

Find out why you are losing deals — and fix it.

Discover the exact patterns killing your close rate with data-driven win/loss analysis across rep, stage, deal size, and vertical. Make targeted improvements that compound over every quarter.

Best forEcommerceConsultingFinancial ServicesProfessional ServicesSaaS
Agents3 required
Duration3-5 minutes

Pulls deal history, segments by outcome, identifies win/loss patterns, and recommends tactical improvements.

How it runs

Multi-agent orchestration — here's the flow, step by step.

01

Pull closed deal history

crm scanner
02

Analyze win/loss patterns and velocity

deal analyzer
03

Produce actionable intelligence report

report formatter

Required Agents

3
  • crm-scanner
  • deal-analyzer
  • report-formatter

Connections

Required

hubspot

What it does

  • Win rate by dimension
  • Pipeline bottleneck identification
  • Lost deal reason ranking
  • Rep performance comparison
  • Forecast-ready summaries

Example prompt

Analyze my won and lost deals from [last quarter / last 6 months / this year]. Break down by [deal size / sales rep / industry / lead source]. Identify the top 3 reasons we win and the top 3 reasons we lose. Include actionable recommendations.

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