"We're losing on price" is usually a guess unless you've actually broken losses down by source, size, and stage. This does that breakdown directly from real deal data, so the actual pattern in wins and losses becomes visible.
Report produced by this recipe.
Breaks down won and lost deals by lead source, deal size, and the stage at which losses occurred, surfacing real patterns in what's converting and what isn't.
a win-loss analysis report
Configure and materialize the report described below.
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Account-level engagement (rolled up from all users on the account) tracked over time — identifies expansion vs. churn-risk accounts.
Plan-limit-to-upgrade funnel built from real subscription state-change events with per-step time-to-convert.
Natural-language-to-SQL and automated anomaly detection moved from demo feature to production expectation. Here's what's real, backed by McKinsey and Mastercard data, and what to do about it.
8 real tools for monitoring whether ChatGPT, Perplexity, and Google AI Overviews cite your brand, from a free Otterly.AI tier to enterprise-grade 10-engine coverage from Profound.
You set the strategy. Agents run the plays. Seven AI agents across design, marketing, sales, and analytics. One customer context, tracked from first pixel to final dollar.
