Library/Sales Operations, CRM & Productivity/Performance Improvement & Self-Coaching/Closed Deal Analysis Wins Losses Coaching
TestedSales Operations, CRM & ProductivityQuick Win (under 10 min)

Closed Deal Analysis Wins Losses Coaching

Generate a structured win/loss analysis from closed deals that surfaces pattern-level coaching insights for sales managers and directors.

About this prompt

This prompt is built for Sales Managers and Sales Directors who need to turn closed deal data into structured coaching material. It analyzes wins and losses to identify patterns, document loss reasons, and produce a debrief framework for the team. Use it after a review period — end of quarter, post-campaign, or following a run of competitive losses — when you need to convert outcome data into actionable coaching.

The prompt

Analyze these [FILL IN number] closed deals from the last 90 days. Identify: (1) top 3 reasons we won, (2) top 3 reasons we lost, (3) which competitor we lose to most and why, (4) which stage we lose
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Variables to replace

FILL IN NUMBER | FILL IN PASTE CSV OR DEAL SUMMARIES

How to run it

  1. Copy the prompt and paste it into Claude, ChatGPT, Gemini, or Copilot — it's tuned to run in any of them.
  2. Replace the variables — swap each bracketed token for your deal's specifics. The variables list above explains every field.
  3. Make it yours — run it, keep what's strong, and tighten your inputs on the next pass. The prompt improves with your context.

What good output looks like

Make it yours

StagePipeline Management
SeatAE, Sales Manager
DifficultyIntermediate
Time to valueQuick Win (under 10 min)
Works withAI-Agnostic
CategorySales Operations, CRM & Productivity
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