Create intermediate Works with: Any AI

Win-Loss Review Template and Pattern Analysis

Structured brief Has example

Analyse closed deals with a win-loss template, buyer interview questions and a pattern table that leads to specific sales changes.

The Open buttons send the prompt text as currently shown below to that site only when you click. Fill in the placeholders first.

[VERIFY] is an editorial flag, not a blank to fill. Wherever the prompt shows [VERIFY], check that item against a reliable source before you use it.

Help me learn from closed deals. Period and number of deals: [PERIOD_AND_DEAL_COUNT]. Closed deal data (company type, size, source, competitor, reason recorded, amount): [CLOSED_DEAL_DATA]. Notes or buyer feedback available: [BUYER_FEEDBACK]. What we suspect about why we lose: [LOSS_HYPOTHESES]. Who will use the findings: [FINDINGS_AUDIENCE].

Produce: a one-page review template for a single deal with the fields Deal facts, Buying trigger, Decision criteria, Who decided, Competition, Where we were strong, Where we fell short, Pivotal moment, What we would do differently; a buyer interview guide of eight questions with a neutral, thankful opening; a pattern table built from my data with the columns Pattern, Number of deals, Wins, Losses, Win rate, Evidence, Confidence, with the arithmetic for win rate; and an action table with the columns Finding, Change to try, Owner, Metric, Review date.

Include a warning about small samples and recorded reasons that are guesses by the rep, and recommend how to improve reason capture in the CRM [VERIFY for your tool]. Add a monthly 45 minute review agenda and a template to share results with product and marketing.

Do not invent deals, quotes or reasons. If my data does not support a pattern, say so. Do not blame individuals. Customer feedback should be shared only with consent and anonymised as appropriate; follow privacy rules [VERIFY].

Add a worked example with invented figures: 50 closed deals, with 18 won; against competitor X 20 deals and 5 wins; with a trial 15 deals and 9 wins, and compute the win rates.

Fill in before use

Optional: type your details and the prompt above updates. Nothing is saved or sent.

Replace each bracketed placeholder with your own details, then paste into Any AI or another assistant.

Invented figures.
Overall win rate = 18 / 50 = 36 percent.
Against competitor X: 5 / 20 = 25 percent.
With a trial: 9 / 15 = 60 percent.
Without a trial: 18 - 9 = 9 wins out of 50 - 15 = 35 deals, so 9 / 35 = 25.7 percent.

Pattern table row
Pattern: deals that included a trial | Deals: 15 | Wins: 9 | Losses: 6 | Win rate: 60 percent | Evidence: CRM field plus 4 interviews | Confidence: medium (small sample, and reps may offer trials to better-fit buyers)

Action row
Finding: trials correlate with wins | Change to try: offer trials earlier to qualified buyers for one quarter | Owner: sales lead | Metric: trial-to-win rate | Review: end of quarter

• template
• analysis