Spot win/loss patterns across your deals
Analyze closed Salesforce deals for win/loss patterns and publish findings to Notion and Slack
Overview
You know you should be doing win/loss analysis regularly. But pulling deal data, reading through notes, and trying to spot patterns across dozens of closed opportunities is a full-day project. This template pulls your recently closed deals from Salesforce, has AI draft a pattern analysis, and lets you highlight which insights actually matter before sharing with the team.
How it works
Tell the AI what slice of deals to analyze — last quarter, enterprise segment, a specific rep's book. It pulls closed-won and closed-lost deals from Salesforce, looks for patterns in deal size, cycle length, stage drop-off, and competitive dynamics. You review the draft analysis, call out which patterns are real versus coincidental, and push the final brief to Notion with highlights in Slack.
Who this is for
Product marketing managers responsible for competitive positioning and sales enablement. Also useful for sales leaders who want data-driven insight into why deals close or stall, without spending a week in spreadsheets.
Suggested prompt
Help me build a win/loss analysis brief. Here is what I need:
- Salesforce filter: [e.g., closed deals from last quarter, enterprise segment]
- Focus areas: [e.g., competitive losses, deal cycle length, stage drop-off]
- Notion page: [where to publish the analysis]
- Slack channel: [where to share key findings]
Pull closed-won and closed-lost deals, identify patterns across deal size, cycle length, and competitive dynamics. Draft an analysis brief and let me review before pushing to Notion and Slack.
Frequently asked questions
What CRM data does this pull?
The template searches for recently closed deals in Salesforce, both won and lost. It pulls deal amount, close date, stage history, and owner so the AI can identify patterns across your pipeline.
How does the AI identify win/loss patterns?
The AI looks for commonalities across closed deals: deal size, sales cycle length, industry, competitor mentions, and stage where lost deals dropped off. You validate which patterns are meaningful and which are noise.
Can I focus the analysis on a specific segment or time period?
Yes. You can filter by date range, deal size, industry, rep, or any other Salesforce field. Narrowing the scope makes the pattern analysis more actionable.
Where does the final analysis go?
The brief gets pushed to a Notion page where you can share it with leadership or the sales team. Key findings also get posted to Slack for visibility.