Win/Loss Analysis Template

Conduct a win/loss analysis for {{deal_or_cohort}}.

Deal details: {{details}}
Outcome: {{outcome}}
Competitor involved: {{competitor}}

**Analysis Framework:**

**1. Deal Context**
- Customer profile
- Deal size and timeline
- Decision makers involved
- Evaluation process

**2. Buying Criteria**
- Stated requirements
- Unstated requirements
- Prioritization
- Deal breakers

**3. Competitive Dynamics**
- Who else was considered
- Perceived strengths of each
- Head-to-head comparisons
- Final decision factors

**4. Our Performance**

*Product Fit*
- Feature requirements met/unmet
- Technical fit
- Integration needs

*Sales Execution*
- Relationship quality
- Demo effectiveness
- Responsiveness
- Proof of concept

*Commercial Terms*
- Pricing competitiveness
- Terms flexibility
- Value perception

**5. Decision Factors**
- Primary reason for outcome
- Contributing factors
- What could have changed outcome

**6. Learnings**

*Product*
- Feature gaps to address
- Positioning improvements

*Sales*
- Process improvements
- Training needs

*Strategy*
- Segment fit insights
- Competitive response needs