Win/loss analysis template

Why the deal moved. If it does not change a sentence, it was a chat.

  • TypeStrategy worksheet
  • Clusterresearch
  • AuthorNarayan Prasath

A win/loss analysis template is the interview and the note that feeds positioning. You are listening for the alternative they kept, the proof they did not believe, and the person who blocked. Ten polite calls with no change to the statement are theater.

What belongs in the note?

Outcome, champion, economic buyer, alternative kept, reasons in their words, and one implication for the statement or the battlecard.

Fields to fill

Deal + outcome

Won, lost, or no-decision — and amount.

Alternative kept

The thing they stayed with.

Reason in their words

Quote, not your summary.

Implication

What sentence on the site or card changes.

A loss that changed the statement

Scribe lost to “we’ll just build a Looker tile.” The Unlike clause had to name DIY BI, not only GA4.

Scribe

FieldFilled
OutcomeLost, $28k ACV
AlternativeInternal Looker tile
QuoteWe did not believe we needed another vendor
ImplicationAdd DIY BI to alternatives; proof = time-to-join

How to run it

  1. Call within two weeks

    Later, they rewrite history.

  2. Ask what they almost did instead

    That is the alternative, not the named rival on the shortlist.

  3. Close with one implication

    If you cannot write it, the interview is unfinished.

What to refuse

MistakeFix
Only calling winsLosses teach the alternative.

win loss analysis template FAQs

Who should run the call?

Someone who was not the AE on the deal. Honesty drops when the seller is on the line.