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Deal Win/Loss Analyzer

Find out why you are losing deals — and fix it.

Discover the exact patterns killing your close rate with data-driven win/loss analysis across rep, stage, deal size, and vertical. Make targeted improvements that compound over every quarter.

Best forEcommerceConsultingFinancial ServicesProfessional ServicesSaaS
Agents7 required
Duration3-5 minutes

Pulls deal history, segments by outcome, identifies win/loss patterns, and recommends tactical improvements.

How it runs

Multi-agent orchestration — here's the flow, step by step.

01

Call verslay_recall to load prior win-rate benchmarks, losing competitor patterns, and deal stage definitions from memory. Scan HubSpot via the connected integration to pull all deals closed (won and lost) within the specified date range: deal name, company, value, stage duration, close reason, and competitor mentioned in notes. Produce a raw deal dataset as Phase 1 output.

crm scanner
02

Consume Phase 1 deal dataset. Calculate win rate by segment (deal size, industry, rep, competitor), average sales cycle length for wins vs losses, and stage-by-stage drop-off rates. Identify the top 3 win patterns and top 3 loss patterns. Pass the analysis to Phase 3.

deal analyzer
02

In parallel with deal-analyzer, call verslay_news_search targeting the top 3 competitors identified in Phase 1 loss reasons to surface recent product announcements, pricing changes, and competitive campaigns that may have influenced deal outcomes. Call verslay_web_search for buyer intent signals and industry analyst commentary on the competitive landscape. Pass findings to competitive-intel.

web researcher
03

Consume Phase 2 competitor news and Phase 2 loss patterns. Call verslay_exclusive_run_actor with actor_id 'yin/g2-reviews-scraper' and the competitor product names to scrape current G2 reviews — capturing what buyers praise and criticize about each competitor. Cross-reference review themes against your own deal loss reasons. Produce a competitive gap analysis with ranked buyer objection themes.

competitive intel
04

Consume Phase 2 win-loss analysis and Phase 3 competitive gap analysis. Calculate win-rate deltas by competitor and segment. Call verslay_chart_create to produce a win-rate-by-competitor bar chart and a deal-stage drop-off funnel chart. Assemble a synthesis data package for Phase 5.

data analyst
05

Consume Phase 4 charts, Phase 3 competitive gap analysis, and Phase 2 deal patterns. Write a win-loss executive brief: overall win rate, top win drivers, top loss drivers, competitive vulnerability map, and 5 recommended sales playbook adjustments. Call verslay_memorize to store updated win-rate benchmarks and competitor objection themes in memory.

executive briefing writer
05

Receive the executive brief from executive-briefing-writer. Format it as a structured board-ready deliverable: summary scorecard, win-rate-by-competitor chart, deal-stage funnel chart, competitive gap table, and ranked playbook recommendations. Return the final formatted report to the user.

report formatter

Required Agents

7
  • crm-scanner
  • deal-analyzer
  • web-researcher
  • competitive-intel
  • data-analyst
  • executive-briefing-writer
  • report-formatter

Connections

Required

hubspotverslay_exclusive

What it does

  • Win rate by dimension
  • Pipeline bottleneck identification
  • Lost deal reason ranking
  • Rep performance comparison
  • Forecast-ready summaries

Example prompt

What time period should I analyze (last quarter, last 6 months, this year) and how should I break it down (deal size, sales rep, industry, lead source)? I will identify the top 3 reasons we win and lose, with recommendations.

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