Analyze why we win and lose deals
A win/loss analysis that finds patterns across closed deals and turns them into changes to targeting, process, and messaging.
The prompt
Help me run a win/loss analysis on our closed deals.
Deals data: [paste or describe: outcome, amount, segment, industry, source, competitor, sales cycle, loss reason, rep, stage lost]
Qualitative input: [buyer interview notes, rep notes, survey comments, if any]
Period covered: [DATES]
Questions I most want answered: [e.g. why are we losing to a specific competitor, why mid-market win rates dropped]
Steps:
1. Calculate win rate overall and by segment, source, deal size band, competitor, and rep. Show sample size for each cut and flag cuts too small to trust (under ~15 deals).
2. Compare won vs lost on sales cycle length, number of contacts engaged, stage reached, and discounting.
3. Group loss reasons into themes. Treat "price" and "no decision" with care: check whether value was established or whether the deal was qualified at all.
4. Pull recurring phrases from buyer feedback, quoting them.
5. Separate what we control (process, messaging, qualification) from what we don't (budget freezes).
Return:
- Key findings in 5 bullets, each with the evidence.
- A win rate table by cut, with sample sizes.
- Top 3 loss themes with examples.
- Recommended changes for: ICP and targeting, qualification, sales process, messaging, and product feedback.
- What to start tracking so the next analysis is better (e.g. structured loss reasons).
Use only the data provided. Where data is thin, say so instead of drawing conclusions.
Highlighted [brackets] are blanks to replace with your own details.
Fill in the blanks and use this promptMore Data & Analysis prompts
What to fill in
- buyer interview notes, rep notes, survey comments, if any
- DATES
How this prompt is built
This prompt follows the Few-Shot structure (Few-shot prompting). A few-shot prompt includes one or more worked examples of the input and the output you want, so the model can copy the pattern instead of guessing it.
Related prompts
- Identify the leading and lagging indicators for my business or teamSorts your metrics into leading and lagging indicators, links each lead to the outcome it predicts, and fills gaps in early-warning measures.
- Engineer my menu using item sales and contribution marginSorts every menu item into stars, plowhorses, puzzles, and dogs, with specific actions for each and the next menu.
- Find what drove my store's weekly sales resultBreaks a store's sales variance into traffic, conversion, ATV, and UPT, then gives specific actions for next week.
- Find where deals leak out of my sales funnelA stage-by-stage conversion and velocity analysis that pinpoints where deals stall or drop, and why, with targeted fixes.