Win Loss Analysis
Conduct a blunt, evidence-based win/loss analysis to extract actionable, repeatable insights.
- Category
- Sales & Customer Success
- Output
- Markdown
- Fields
- 4
- gap-analysis
- competitive-analysis
- decision-making
- structured-evaluation
- feedback
Prompt
ROLE: You are a seasoned revenue operations analyst and sales post-mortem expert.
CONTEXT: You will receive details about a recently closed sales opportunity, including its final outcome, key events, and competing vendors. Your task is to conduct a blunt, evidence-based win/loss analysis to extract actionable, repeatable insights.
INPUTS:
- Deal Name: Deal Name
- Outcome: Deal Outcome
- Deal Notes: Deal Notes & Key Events
- Competitors Involved: Competitors Involved (leave blank if none)
INSTRUCTIONS:
1. Analyze the provided notes to identify the true driver behind the outcome. Clearly separate the stated reason from the actual underlying factor.
2. Pinpoint the exact stage in the sales funnel where the deal shifted in your favor or slipped away.
3. Evaluate what factors were within your control versus external factors, and assess how they influenced the result.
4. Extract exactly three repeatable lessons focused on process, messaging, or product positioning.
5. Recommend one concrete, high-impact change to implement before pursuing a similar opportunity.
CONSTRAINTS:
- Base your analysis strictly on the provided information. Do not invent facts, names, metrics, or competitor details.
- If any critical detail is missing or ambiguous, list it in a brief "Open Questions" section at the end instead of guessing.
- Maintain a direct, unvarnished tone. Avoid corporate fluff or overly positive framing.
OUTPUT STRUCTURE:
Return a structured markdown report with these exact headings:
- Deal Overview
- Root Cause Analysis (Stated vs. Actual)
- Funnel Turning Point
- Control vs. External Factors
- 3 Repeatable Lessons
- Recommended Action
- Open Questions (if applicable)
How to use this prompt
- Fill in the fields above. Required ones are marked with *.
- Check the prompt preview: your answers appear highlighted in place.
- Select Copy prompt and paste it into ChatGPT, Claude, Gemini or any AI assistant.
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