that’s a lot of ground to cover between the hours of 9am and 5pm—which is why simple win/loss analysis templates can be tremendously helpful. repeat these steps for each question in column a. once this is done, you can fill in each cell given the responses of your interviewees, and you should be left with something like this: scroll down to a fresh row in your spreadsheet—in our case, we’re using row 14—and list the names of your competitors. repeat the above steps to create a chart for your second table of data—the table with each company’s average demo and trial rating—except, this time, select clustered column. follow the same steps as above to set up your lists of response options.
it can depend on the size of the business your sales team was pitching. across row 1, list the different sizes of businesses to which your company sells. may differ from the answer to how often do we beat competitor a in q2? in column a, list each quarter of the year. as we discussed in the introduction to this post, many practitioners of win/loss analysis are doubling as practitioners of competitive intelligence.
if you won the deal, it’s likely you and your sales team are celebrating. whether it’s conducted in-house or through a third-party, via a survey or a conversation, here’s a list of questions that to include in your win-loss review. next steps: if you’re losing deals due to a lack of personalization, you might have problems with undefined buyer personas or a poor understanding of the buyer’s journey. how it helps: if you’re like the rest of us, the first thing you do when choosing a restaurant is read yelp reviews.
if you sense that your timing was an issue, follow up with the second question to uncover the timeframe of the prospect’s project. next steps: identify and round up all relevant parties the next time your team presents to a similar company in terms of size or industry. it opens the door for your prospect to share what differentiated you from other solutions in your space — for better or for worse. next steps: whether the feedback is positive or negative, evaluate it and see if there are any ways to improve your processes or service options to meet the customer or prospect expectations. if a feature was lacking, reach out to your product team.
a template for segmenting competitive win rates. let’s get started. in a hurry? download our free excel templates >>. win/loss analysis here’s a template for how to structure your reviews for success: 1. conduct a pre-meeting strategy session – determine what your goal will be how to conduct win-loss analysis: a step-by-step guide step 1: find your current win rate + win-loss ratio. step 2: outline the specific goals, win loss analysis template excel, win loss analysis template excel, win loss analysis dashboard, win loss analysis powerpoint, win/loss report.
use our win loss analysis template to track your competitive wins and losses. an interactive report to help you understand what deal properties affect your win-rate. owners, company size, sources, etc. download win loss analysis templates to help you create stunning ppt presentations., win-loss analysis product management, win-loss survey questions, sales win/loss analysis template, win/loss analysis report, win loss analysis software, win/loss analysis salesforce, win/loss reason codes, internal win loss review, win/loss analysis best practices, win loss email template.
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