loss-analysis

Capture and analyze deal losses with MEDDICC gap and timeline assessments.

Updated Jun 15, 2026
One-click install
npx skills add https://github.com/keboola/crm-plugin --skill loss-analysis
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: loss-analysis
Source: https://github.com/keboola/crm-plugin/tree/main/keboola-crm/skills/loss-analysis
Command: npx skills add https://github.com/keboola/crm-plugin --skill loss-analysis

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires crm, and includes scripts (resource) and references (resource) components.

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

Frequently Asked Questions about loss-analysis

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I automate deal loss analysis when a CRM opportunity is marked closed lost?

Deal loss analysis can be automated to capture the primary loss reason, identify MEDDPICC gaps, and perform timeline analysis when a CRM opportunity is marked closed lost. It requires Bash scripting and CRM tools for data retrieval and processing.

What is MEDDPICC gap analysis in the context of lost sales deals?

MEDDPICC gap analysis identifies missing qualification criteria within lost deals. This loss analysis technique documents competitive dynamics, lessons learned, and process improvements to inform strategic decision-making and improve future win rates.

Do I need a specific CRM environment to run automated loss analysis?

Yes, a CRM environment is required for data retrieval and processing. Automated loss analysis applies to sales processes involving deal qualification, requiring Bash for scripting and CRM tools to capture and analyze the deal loss data.

How do I document competitive dynamics and lessons learned from lost deals?

You can document competitive dynamics and lessons learned by running the loss analysis command with the deal identifier. This automates loss documentation, capturing the reason for loss, MEDDPICC gaps, and timeline analysis to drive process improvements.

Can I analyze the timeline of a lost deal to understand where the sales process failed?

Yes, timeline analysis is a core feature of deal loss analysis. It automates the capture of loss reasons and evaluates the deal timeline alongside MEDDPICC gaps to identify exactly where the sales qualification and business development process failed.