Dashboard/Win/Loss Analysis

Overview

Win/Loss Analysis

Understand why deals are won or lost to improve close rates

Win Rate

187 deals won

68%
+4.2ppvs last period
Loss Rate

89 deals lost

32%
-2.1ppvs last period
Avg Won Deal Size

Across 187 wins

$142k
+8.4%vs last period
Avg Lost Deal Size

Across 89 losses

$64k
-3.6%vs last period

Win/Loss Distribution

Closed deals split by outcome

Total410deals

Won

187

Lost

89

Open

134

Win/Loss Trend

Streak: 5mo

Wins vs losses over 12 months

Wins
Losses

Loss Reasons

Price-sensitive

Why deals are lost — top reasons by frequency

Price too high

32

36% of losses

Went to competitor

28

31% of losses

No decision

18

20% of losses

Bad timing

11

12% of losses

Win/Loss by competitor

(6 competitors)
CompetitorWinsLossesWin rateAvg deal sizeThreat level

Salesforce

46 competitive deals

2818
61%
$142kMedium

HubSpot

46 competitive deals

3214
70%
$88kLow

Pipedrive

33 competitive deals

249
73%
$64kLow

Zendesk Sell

40 competitive deals

1822
45%
$54kHigh

Freshsales

33 competitive deals

2112
64%
$48kMedium

No decision

14 competitive deals

014
0%
No decision

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