Analytics

Understand exactly why you win and lose deals — automatically.

This workflow analyzes closed-won and closed-lost deals in your CRM, enriches lost deals with competitive context, and generates structured win-loss insights to inform your sales and product strategy.

Intermediate~18 credits per run·6 steps·5 integrations

Workflow Steps

How this workflow runs

1

Trigger: Monthly schedule

System Trigger

The workflow runs at month-end to analyze the prior month's closed deals.

2

Deal data pull

Revenue Intelligence Dashboard

Revenue Intelligence Dashboard pulls all closed-won and closed-lost deals from the prior month.

3

Lost deal enrichment

Competitive Intelligence Agent

Competitive Intelligence Agent enriches lost deals with competitor context — which competitor won the deal.

4

Pattern analysis

Market Research Analyst

Win and loss patterns are analyzed — deal size, industry, sales cycle, objection themes.

5

Insight generation

Market Research Analyst

Structured win-loss insights are generated with strategic implications.

6

Delivery

System Output

Win-loss report is delivered to sales and product leadership.

Triggers

What starts this workflow

Monthly schedule (first of month)

Outputs

What you get when it runs

Win-loss analysis report in Notion

Competitive win-loss attribution

Pattern analysis with strategic recommendations

Slack delivery to leadership

Integrations

HubSpotBrave SearchNotionGmailSlack

Who uses this workflow

SaaS CompaniesProfessional ServicesFinancial Services

Frequently asked questions

Use the Win-Loss Analysis workflow

Start free with 20 credits. Deploy in minutes.