Find the pattern in why deals are actually being lost

"We're losing on price" is usually a guess unless you've actually broken losses down by source, size, and stage. This does that breakdown directly from real deal data, so the actual pattern in wins and losses becomes visible.

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Report

Report produced by this recipe.

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What it does

Breaks down won and lost deals by lead source, deal size, and the stage at which losses occurred, surfacing real patterns in what's converting and what isn't.

You get

a win-loss analysis report

How it works

Break down wins against losses

build_insights_report

Won and lost deal counts and revenue over the last 6 months with the win rate, split by lead source and by deal size (under 10k, 10k to 50k, over 50k), plus the stage each lost deal was sitting in when it died.

Produces:Report

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