Sales Intel
Win/Loss
Per-deal outcome with primary reason, contributing factors, and lessons: the sales counterpart to product outcomes.
Win/Loss is the post-mortem for every deal, won or lost. Captures the primary reason, contributing factors, and what to do differently.
What you'll see
- List view: title, outcome (
won | lost), deal value, primary reason, competitor (if any), close date - Overview strip: won / lost counts
- Filter bar: outcome
- For the per-competitor tally, open a competitor: its drawer lists the win/loss records linked to it
Row drawer
- Title, account, outcome
- Deal value ($), close date
- Competitor: who you lost to or beat
- Primary reason: single-line: the headline cause
- Contributing factors (list), supporting causes
- Lessons: what changes next time
Common actions
- Add Win/Loss button in the toolbar
- When a deal blocker is marked lost, add the record here by hand and pick the same account; nothing is promoted automatically
- ProductSense in the toolbar: AI reads your win/loss corpus alongside competitors and battle cards, and proposes what to change
How this feeds back
Win/loss records are one of the sources in the workspace knowledge block, so ProductSense, Copilot and AI field generation can cite them, for example when drafting a battle card's talk track. The Battle Cards page reads them only through ProductSense; theme prioritization doesn't read them at all.
Related
- Win/Loss API reference
- Battle Cards: downstream consumer
- Deal Blockers: feeds into Losses