Win/Loss Tracker

Why did I create this template?

When you lose a deal you should ask for feedback. If you don’t understand why you’re losing deals, you’re going to continue making the same mistakes. Win/Loss feedback provides clarity about your losses, as well as wins, and can help influence the direction of your product. 

Use this template to track why you are winning deals, as well as your losses, so you can easily find your weak spots.

What's inside the template?

Track why you are winning deals, as well as your losses, so you can easily find your weak spots. Includes templates, and examples, of documenting your team's win and loss stories.

How to use the template?

Get support for starting to document this kind of sales intelligence, then go into your Sales CMR and pull the data out to start filling in the template. If you have Sales Enablement, even better and start working with them.

What are the benefits of the template?

This template helps Product, Marketing, and Sales teams keep track of why they are winning or losing deals.