Library/Sales Operations, CRM & Productivity/Reporting & Performance Analytics/Analyze Closed-Lost Deals by Loss Reason Category
TestedSales Operations, CRM & ProductivityQuick Win (under 10 min)
About this prompt
This prompt helps sales managers, directors, and RevOps teams analyze closed-lost deals over a defined period by grouping them into loss reason categories. It produces deal count, total revenue lost, and the two largest accounts in each category, then identifies the most common loss reason and suggests one concrete action the team could take to address it. Use it for quarterly business reviews, rep coaching planning, or any time you need to turn closed-lost data into a prioritized improvement action.Looking at closed-lost deals as a raw list tells you what you lost; grouping them by reason tells you what to fix. This prompt structures a closed-lost analysis that moves directly from data to action — it groups the losses, quantifies the revenue impact per category, surfaces the largest deals in each bucket for example-based coaching conversations, and ends with a single highest-priority recommendation for the team. Fill in [X DAYS] with the lookback window you want analyzed — 30, 60, or 90 days are the most common time horizons, depending on your sales cycle length and reporting cadence. The one-action recommendation at the end of the output is designed to be concrete rather than directional, so feed the AI as much context as possible about your team's current capabilities and process, not just the raw deal data. Use this prompt for sales managers and RevOps preparing for QBRs or post-quarter retrospectives; individual AEs doing their own closed-lost review should use the win/loss pattern analysis prompt in this library. For best results, ensure the closed-lost records you provide include structured loss reason tags — if your CRM has free-text notes only with no standardized loss reason field, the AI can still group them thematically, but the categories will be less precise.The prompt
List all deals marked as closed-lost in the past [X DAYS]. Group them by loss reason. For each reason category, provide: number of deals lost, total revenue lost, and the top two accounts by deal valu
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Variables to replace
X DAYS
How to run it
- Copy the prompt and paste it into Claude, ChatGPT, Gemini, or Copilot — it's tuned to run in any of them.
- Replace the variables — swap each bracketed token for your deal's specifics. The variables list above explains every field.
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What good output looks like
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