Library/Sales Operations, CRM & Productivity/Performance Improvement & Self-Coaching/Identify Win/Loss Patterns Across Quarterly Deal History
TestedSales Operations, CRM & ProductivityQuick Win (under 10 min)

Identify Win/Loss Patterns Across Quarterly Deal History

Generate a pattern analysis of closed-won vs. closed-lost deals to define your ideal deal profile and most common loss

About this prompt

This prompt helps AEs and sales managers compare closed-won and closed-lost deals from the current quarter to identify patterns across buyer type, deal size, company size, objections raised, sales cycle length, and final decision-maker. It produces a profile of your top-performing deals and a profile of deals you consistently lose. Use it at quarter close or during a retrospective when you have enough deal history to make patterns meaningful.Most reps have a gut sense of which deals they tend to win and lose, but few have a structured analysis to back it up — and gut sense doesn't hold up in a coaching conversation or a territory planning session. This prompt takes your closed deal data from the quarter and generates two clear profiles: the deal type you are most likely to win, and the deal type you are most likely to lose, across six dimensions including buyer type, deal size, company size, objection pattern, sales cycle length, and final decision-maker. The output is designed to surface patterns you can act on, not just describe — so the AI will draw a clear line between the two profiles rather than listing raw averages. Feed it a structured export of your closed-won and closed-lost records with those six fields populated for each deal; the more complete the data, the sharper the pattern analysis. Use this prompt for individual AE self-assessment at end of quarter; for a manager analyzing patterns across a full sales team, a broader rep-performance analysis prompt gives a more appropriate output. For best results, include deals from at least two to three months so the AI has enough variance to distinguish genuine patterns from one-off anomalies.

The prompt

Compare my closed-won and closed-lost deals from this quarter and identify common patterns in: buyer type, deal size, company size, objections raised, sales cycle length, and the final decision-maker.
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  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.

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StageOngoing/Cross-Stage
SeatAE, Inside Sales, Sales Manager
DifficultyIntermediate
Time to valueQuick Win (under 10 min)
Works withAI-Agnostic
CategorySales Operations, CRM & Productivity
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