Productivity
Analyse wins and losses
Why deals actually closed or did not, from the record rather than from memory.
Fill it in
A quarter or more of opportunities.
The loss reason field is not the reason.
The pattern is rarely uniform.
Your prompt
Analyse these deals. The loss reason field is not the reason. It is a dropdown filled in by a rep who was moving on, and "price" is what people select when they mean "they did not see the value". Read the notes and the timeline, and report both the stated reason and what the record suggests. Look at the WINS with the same attention. Most win-loss analysis studies losses and learns nothing about what is repeatable. Cut by segment, source and competitor. The overall win rate is an average across situations that behave completely differently. Find the stage where deals die and how long they sat there first.
Use Analyse wins and lossesOpens with everything above already filled in.
Why this works
The loss reason field is a dropdown filled in by a rep who was moving on, and "price" is what people select when they mean they did not see the value. This reads the record.