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Win-loss is usually a quarterly project: someone interviews a few reps, reads the CRM disposition codes, and writes up why deals went the way they did. It’s biased by memory and self-reporting — reps remember the deal they lost on price, not the four they lost because the champion went quiet. Win-Loss Analysis From Real Signals analyzes every deal, won and lost, across every interaction — surfacing the patterns that actually decide outcomes: which competitors you lose to, where deals stall, and what winning reps do differently.

Data Sources

CategoryRequiredRecommended
CRM
Calls
Email
Messaging
Starter (required only): patterns across won and lost deals, drawn from CRM outcomes and call transcripts — where deals stalled, which objections recurred, what separated wins from losses. Full (required + recommended): the same, plus signals from email and Slack — response times, champion silence, internal flags — so the analysis catches the soft factors that disposition codes never record. Same workflow, significantly more depth. See the Customer Context Graph for how each source feeds the analysis.

Choose your path

PathBest forOutput is delivered
Build in ClearskiesTeams whose daily surface is SlackTo Slack DMs or channels (today)
Build in Claude or ChatGPTSales leaders working in Claude or ChatGPT, or RevOps testing before deployIn the Claude or ChatGPT conversation

Build in Clearskies

For teams whose daily surface is Slack. Deploy a command that runs a win-loss readout across a segment, a quarter, or a single competitor — delivered to Slack, on demand, instead of once a quarter.

The Workflow

In the Clearskies app, open the workflow builder and describe what you want in plain language:
When someone types /winloss [segment or time period] in Slack, analyze
every won and lost deal in that scope using the Clearskies Context Graph.
Surface the patterns: which competitors we lose to, the stage where deals
most often stall, the objections that recur in losses, and what reps do
differently in the wins. Post the readout in the same channel where the
command was run.
The app configures the trigger (Slack slash command), the data pulled (your connected sources), and the destination (the channel where the command runs). Review and refine before deploying.

Deploy to Slack

Once deployed, anyone can type /winloss Q1 mid-market in Slack and see this in the channel:
Win-Loss Readout — Q1, Mid-Market
Generated for @nate · 4:22 PM · 38 closed deals (22 won, 16 lost)

Why we win
Wins consistently have an engaged economic buyer by the second call.
In 19 of 22 wins the EB was named and active early. Winning reps
anchor on consolidation, not features.

Why we lose
• Champion silence. 7 of 16 losses show the champion going quiet for
  14+ days with no escalation to a second contact.
• Lost to Northwind on price in 5 deals — all scoped narrowly to
  attribution, where our consolidation story doesn't land.
• Stalled in security review twice — data residency questions with
  no fast answer.

Where deals stall
Most lost deals died between Proposal and Negotiation, not at the top
of funnel. The pipeline looked healthy until it didn't.

What winning reps do differently
Multi-thread early — wins average 3.2 engaged contacts, losses 1.6.
The single-threaded deal is the at-risk deal.

The one thing
Champion silence is our most common and most preventable loss. A
"second contact by call two" rule would have flagged 7 of 16 losses
while they were still live.

Customize the rollout

  • Run the analysis by segment, quarter, region, rep, or competitor
  • Choose where it lands — a leadership channel, a RevOps DM, or an enablement review
  • Tailor the patterns surfaced (loss reasons, stall points, multi-threading, competitor exposure)
  • Set cadence — on demand, monthly, or as a standing pre-QBR report

Build in Claude or ChatGPT

For sales leaders working in Claude or ChatGPT, or RevOps testing the workflow before deploying it. Output appears in your conversation.

The Prompt

Open Claude or ChatGPT with the Clearskies MCP connected and paste this (or modify to your needs). Adjust the scope to your own.
Using the Clearskies Context Graph, run a win-loss analysis on our Q1
mid-market deals.

Cover:
- Why we win — the patterns common to closed-won deals
- Why we lose — the patterns common to closed-lost deals
- Which competitors we lose to, and in what kind of deal
- Where in the cycle deals most often stall
- What winning reps do differently
- The one change that would move the most deals

Ground every pattern in the actual deals. Don't rely on disposition codes alone — read what happened.
Claude or ChatGPT returns a readout structured like the Slack example above, generated from your data. Refine the prompt to fit the scope you care about.

Make it yours

  • Add Only deals we lost to Northwind to turn it into a competitive loss study.
  • Add Compare this quarter to last to see whether a loss pattern is growing.
  • Add Draft three coaching takeaways for the team from what you found to make it actionable.

The Skill (Claude)

The clearskies:win-loss skill in the Clearskies plugin for Claude runs the same analysis on demand: patterns across won and lost deals, which competitors you see most and lose to, where deals stall, and what winning reps do differently — grounded in real deal data from your Context Graph, not rep self-reporting.

Trigger phrases

  • “Run a win-loss analysis on [scope]”
  • “Why are we losing deals in [segment]”
  • “What do our wins have in common”

Customize it for your team

  • Match the analysis to how you segment your pipeline
  • Set the patterns and loss reasons your team tracks
  • Layer in pre-QBR, board-prep, or enablement framing depending on context
Want this packaged for your team? Reach out and we’ll help you customize the skill to your workflow.

The Plugin

Ready to make this part of your team’s workflow? We’ll set up the Clearskies plugin with you — Clearskies workflows, Claude skills, all tailored to how your team works. Book 15 minutes →

Next steps

  1. Sign in to Clearskies
  2. Connect your data sources
  3. Get your Clearskies MCP server and try with Claude or ChatGPT