loss-analysis

Official

Automate deal loss analysis for better sales insights.

Authorkeboola
Version1.0.0
Installs0

System Documentation

What problem does it solve?

This Skill automates the capture and analysis of deal losses, providing valuable insights for sales improvement and strategic decision-making.

Core Features & Use Cases

  • Automated Loss Analysis: Records the reason for lost deals and analyzes competitive dynamics, lessons learned, and process improvements.
  • Deal Loss Documentation: Documents loss reasons, competitive dynamics, lessons learned, and process improvements.
  • Use Case: Use this Skill to automatically capture the loss analysis for a deal when it is marked as closed lost, helping you understand the reasons for the loss and make data-driven decisions to improve future win rates.

Quick Start

To perform a loss analysis for a deal, run the command: loss-analysis 42

Dependency Matrix

Required Modules

crm

Components

scriptsreferences

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: loss-analysis
Download link: https://github.com/keboola/crm-plugin/archive/main.zip#loss-analysis

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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