Understand what drives your closed deals to improve your sales process.
The Win-Loss Analysis page provides a dedicated view into your closed opportunities. It surfaces your win rate, won and lost counts and revenue, average deal size, and the most common win and loss reasons to help you understand what drives success and where deals fall through.
Key Metrics
Win Rate — Percentage of closed opportunities that were won, counted among the deals that closed during the selected period. Calculated as deals won divided by total closed deals (won + lost).
Avg deal size — Mean value of won deals in the selected period.
Average Sales Cycle — Average number of days from a deal's creation to its close, across the closed deals in the selected period. It feeds the AI analysis below rather than showing as its own tile.
Loss Reasons — Breakdown of reasons recorded when deals are marked as lost, showing the most common factors.
Counted by close date
Win rate and every won and lost figure on this page count the deals that closedduring the period you select, based on each deal's close date — not the date it was created. A deal created in March but closed in April counts toward April. The page, the AI analysis, and any scheduled email of this report all use the same close-date window, so the numbers agree wherever you read them.
Date Range Selection
Control the time period for your analysis.
Use the date-range dropdown at the top of the page to choose the period your win-loss analysis covers. The available ranges are:
Last 7 days — Rolling seven-day window ending today.
Last 30 days — Rolling thirty-day window ending today.
Last 90 days — Rolling ninety-day window ending today.
This month — The current calendar month.
Last month — The previous full calendar month.
This quarter — The current calendar quarter.
This year — The current calendar year, from January 1.
Compare periods
Switch between ranges to compare performance across periods — for example, compare this month's win rate to last month's to spot trends and measure the impact of process improvements.
AI Win-Loss Analysis
Get a written read on why deals are being won and lost.
Beyond the numbers, you can ask for an AI analysis of the same closed-deal data. It reads the win rate, sales cycle, and loss reasons for the selected period and writes a short, plain-language summary: what is working, where deals are slipping, and which loss reasons are recurring. Treat it as a starting point for a team conversation, not a verdict — it summarizes the trends the page already shows, and the underlying figures remain the source of truth.
Built on your own data
The analysis is generated from your organization's opportunities in the selected date range only. As with every AI feature, your data is not used to train the AI provider's models.