Win-loss analysis helps you identify patterns in conversations that lead to wins or losses, enabling you to replicate successful behaviors and address factors causing deal losses. This guide shows you how to use the Win-Loss template in Insight7.
Accessing the Win-Loss Analysis Template #
Step 1: Navigate to Templates #
- Login to your Insight7 account at https://insight7.io
- Click on Templates
Step 2: Select Sales Category #
- You’ll see different categories:
- Research
- Sales ← Click this one
- Marketing
- Customer Service
- Custom Analysis
Step 3: Choose Closing #
- Click on Sales
- You’ll see these options:
- Prospecting
- Qualification
- Objection Handling
- Closing ← Click this one
- Retention & Expansion
Step 4: Select Win-Loss Analysis #
- Click on Closing
- Find and click on Win-loss Analysis
- You’ll see the description: “Find patterns in conversations that lead to wins or losses”
Running Your Win-Loss Analysis #
Step 5: Upload Your Files #
Best files to upload:
- Closed-won deal conversations
- Closed-lost deal conversations
- Final decision calls or meetings
- Win/loss interview recordings
- Competitive evaluation discussions
- Proposal and negotiation calls
Step 6: Run Analysis #
- Upload your files
- Click Run Analysis
- Wait for processing to complete
Using Win-Loss Analysis Effectively #
For Sales Leadership #
Strategy Development
- Identify what’s working and do more of it
- Address systemic issues causing losses
- Adjust sales process based on insights
- Set realistic win rate targets by segment
Resource Allocation
- Invest in training for common loss reasons
- Build tools addressing identified gaps
- Allocate budget to competitive threats
- Focus on winnable deal profiles
For Sales Enablement #
Training Programs
- Create training based on winning behaviors
- Role-play common loss scenarios
- Share real examples from analysis
- Develop skill-building workshops
Content and Tools
- Build ROI calculators for value discussions
- Create competitive battlecards
- Develop objection handling guides
- Update sales playbooks
For Sales Reps #
Deal Strategy
- Apply winning patterns to active deals
- Avoid behaviors leading to losses
- Qualify better using loss indicators
- Adjust approach based on insights
Skill Development
- Focus on gaps identified in analysis
- Learn from top performers
- Practice winning conversation patterns
- Improve weak areas
For Product Teams #
Product Development
- Address feature gaps causing losses
- Build capabilities that drive wins
- Improve competitive positioning
- Validate roadmap priorities
Product Marketing
- Position around winning themes
- Address concerns causing losses
- Develop better competitive messaging
- Create proof points for key differentiators
For Marketing Teams #
Demand Generation
- Target prospects matching win profiles
- Avoid characteristics of lost deals
- Create content addressing loss reasons
- Build campaigns around winning themes
Sales Support
- Develop collateral for common objections
- Create case studies for key win scenarios
- Build comparison content
- Address competitive threats
Common Use Cases #
Improving Win Rates
- Understand exactly why you win and lose
- Replicate winning behaviors systematically
- Address root causes of losses
- Track improvement over time
Competitive Strategy
- Develop competitor-specific win strategies
- Position effectively against key threats
- Build defensible competitive advantages
- Improve win rates vs. specific competitors
Sales Coaching
- Identify individual and team skill gaps
- Provide evidence-based coaching
- Share real examples of success
- Measure coaching effectiveness
Qualification Improvement
- Identify characteristics of winnable deals
- Disqualify bad-fit opportunities earlier
- Focus resources on best opportunities
- Improve forecast accuracy
Product Feedback
- Surface product gaps causing losses
- Validate features driving wins
- Prioritize roadmap improvements
- Inform product positioning
