Sales Deal Win/Loss Analysis

Analyze quarterly sales performance through win/loss metrics, focusing on deal outcomes, competitive positioning, and areas for improvement in the sales process.

Report Objective

Track and analyze deal outcomes to identify trends in win rates, understand loss patterns, and provide actionable insights for improving sales effectiveness. Focus on deal velocity, competitive dynamics, and key factors influencing deal closure.

Win Rate Analysis

Line chart showing win rate trends through the quarter with deal volume overlay.

Questions to Consider:

• How has our win rate trended throughout the quarter?

• What is the relationship between deal size and win probability?

• Are there specific periods showing notable performance changes?

• How does our current win rate compare to previous quarters?

What patterns emerge in win rates throughout the quarter? Are there specific weeks or months with notably different performance? How do end-of-quarter win rates compare to the quarter start?

Deal Cycle Analysis

Scatter plot examining relationship between deal size and sales cycle length.

Questions to Consider:

• What is the typical sales cycle for different deal sizes?

• Are longer sales cycles correlated with better win rates?

• Which deals are closing faster or slower than average?

• How can we optimize the sales process for different deal sizes?

Is there a clear correlation between deal size and sales cycle? Which deals are closing faster or slower than expected? Are there opportunities to accelerate specific segments?

Loss Analysis

Bar chart showing primary reasons for lost deals.

Questions to Consider:

• What are the most common reasons for losing deals?

• How do loss reasons vary by deal size?

• Are there specific competitors we're losing to more frequently?

• What actions can we take to address the top loss reasons?

Which loss reasons are most frequent and impactful? Are there actionable patterns in our loss reasons? How can we address the top reasons for losing deals?