Data Sources
| Category | Required | Recommended |
|---|---|---|
| CRM | ✓ | |
| Calls | ✓ | |
| ✓ | ||
| Messaging | ✓ |
Choose your path
| Path | Best for | Output is delivered |
|---|---|---|
| Build in Clearskies | Teams whose daily surface is Slack | To Slack DMs or channels (today) |
| Build in Claude or ChatGPT | Sales leaders working in Claude or ChatGPT, or RevOps testing before deploy | In 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:Deploy to Slack
Once deployed, anyone can type/winloss Q1 mid-market in Slack and see this in the channel:
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.Make it yours
- Add
Only deals we lost to Northwindto turn it into a competitive loss study. - Add
Compare this quarter to lastto see whether a loss pattern is growing. - Add
Draft three coaching takeaways for the team from what you foundto make it actionable.
The Skill (Claude)
Theclearskies: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
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
- Sign in to Clearskies
- Connect your data sources
- Get your Clearskies MCP server and try with Claude or ChatGPT