Win Loss Analysis Tool

Your Problem

You are trying to track your competitive wins and losses.

Our Solution

Use our Win Loss Analysis Template to track your competitive wins and losses. The “Analysis Tab” will allow you to track your wins and losses by Prospect/Customer, Industry, Product/Program, Close Date, Amount, Top Reason, Secondary Reason, and Tertiary Reason. The remaining tabs will provide you with a visual representation of your results and will help you communicate these results with key stakeholders.

Download our free Product Development Strategy Methodology to see how this tool functions as part of a product development process.

Key Benefits

• track wins & losses based on selected areas
• provides visual representation of your results
• can be easily shared with stakeholders
• easy to use Excel format
• saves time on formatting

Microsoft Excel Spreadsheet

Estimated Time Required: 2 Hours

Skills Required: Excel (Basic)