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Win/Loss Analysis

🔵 Stable🕐 updated 2026-07-08 🔷 SkillSpec L3 pm-pmm

Analyze why deals are won and lost and turn it into an action plan. Use when asked to run a win/loss analysis, review closed-won and closed-lost deals, understand why the team is losing to a competitor, or summarize sales feedback into patterns. Produces a structured win/loss report with themes, win/loss rates by segment and competitor, representative quotes, and prioritized actions for product, marketing, and sales.

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🗣 Say this to your agent

“Run a win/loss analysis on last quarter's closed deals”“Why are we losing enterprise deals to [Competitor]?”“Summarize these win/loss interviews into themes and actions”“Turn our CRM closed-lost reasons into a report for the QBR”

What to give it

Deal data — a list of closed-won and closed-lost deals, ideally with amount, segment, competitor, and stage lost
Feedback source — win/loss interview notes, CRM `closed_lost_reason` fields, survey responses, or call transcripts
Time window and any segmentation — you care about (segment, region, product line)
Primary competitors — to track explicitly
The decision — this feeds — a QBR, a roadmap review, a messaging refresh, an enablement push

✅ The bar it holds itself to

Every skill in this library self-verifies — these are this skill's own quality checks, straight from its definition.

Every reason is backed by counts, not vibes
Losses are split into controllable vs structural
Each major theme has a real quote or an explicit `[quote to add]`
Actions name an owner and the highest-leverage single move
Competitor findings are specific enough to change a battlecard

⚠️ What it refuses to do

Do not treat "price" as a root cause without checking whether it's really value perception
Do not average away segment differences — a 60% overall win rate can hide a 20% enterprise rate
Do not fabricate buyer quotes or inflate sample size; state the n
Do not list 15 actions — rank ruthlessly and name the top few
Do not blame sales or product reflexively; let the data assign the theme

📚 Ships with

Install

npx pm-claude-skills add --agent claude   # or codex · cursor · gemini · hermes
# or one-line MCP (every skill, any client):
claude mcp add pm-skills -- npx -y pm-claude-skills-mcp

Related skills

🔌 Embed this skill

Drop this on your blog, docs, or site — it renders a "Run this skill" card:

<div data-pm-skill="win-loss-analysis"></div>
<script src="https://mohitagw15856.github.io/pm-claude-skills/embed.js" async></script>

💬 Discussion

Win/Loss Analysis is one of 599 open-source professional AI agent skills — all SkillSpec L3. Try them all in the browser · ⭐ Star on GitHub · Browse the full catalog