octave-win-loss-report

Generate self-contained HTML win/loss reports from Octave deal data.

Updated Apr 28, 2026
One-click install
npx skills add https://github.com/octavehq/lfgtm-codex --skill octave-win-loss-report
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: octave-win-loss-report
Source: https://github.com/octavehq/lfgtm-codex/tree/main/skills/octave-win-loss-report
Command: npx skills add https://github.com/octavehq/lfgtm-codex --skill octave-win-loss-report

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

This skill solves the challenge of synthesizing complex deal intelligence into actionable, visual reports for leadership and strategy reviews, replacing manual data gathering and text-heavy analysis with structured, evidence-based insights.

Core Features & Use Cases

  • Visual Reporting: Generates self-contained HTML reports featuring CSS-based charts, metric cards, and tabbed analysis.
  • Evidence-Based Insights: Automatically aggregates deal outcomes, conversation findings, and competitor intelligence to identify win/loss patterns.
  • Use Case: Use this skill to prepare for a Quarterly Business Review (QBR) by generating a visual report that highlights why specific deals were won or lost, backed by verbatim call transcripts and competitor analysis.

Quick Start

Run the octave-win-loss-report skill to generate a visual analysis for the last 90 days of deals.

Frequently Asked Questions about octave-win-loss-report

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

FAQPage Schema
How do I generate a visual win/loss report from sales deal data?

Generate a visual win/loss report by aggregating deal outcomes, conversation intelligence, and library context into a self-contained HTML file with CSS-based charts and metric cards. This replaces manual data gathering with structured, evidence-based insights for sales reviews.

What is win/loss analysis and when do I need a visual report for it?

Win/loss analysis identifies why deals are won or lost by aggregating conversation findings and competitor intelligence. You need a visual report for Quarterly Business Reviews, strategic sales reviews, team retrospectives, and leadership reporting scenarios.

Do I need Octave MCP tools to analyze deal outcomes and call transcripts?

Yes, you need integration with Octave MCP tools to retrieve deal data, call transcripts, and entity evidence for grounded analysis. These tools provide the conversation intelligence and library context required to generate the visual win/loss report.

Can I use conversation intelligence to prepare for a Quarterly Business Review?

Yes, you can prepare for a QBR by generating a visual report highlighting why specific deals were won or lost. The report aggregates conversation intelligence and competitor analysis, backed by verbatim call transcripts for leadership reporting.

What's the best way to create self-contained HTML reports for deal analysis?

The best way to create self-contained HTML deal analysis reports is by aggregating deal outcomes, conversation findings, and competitor intelligence into structured files featuring CSS-based charts, metric cards, and tabbed analysis for evidence-based insights.

What are the limitations of using CSS-based charts for sales intelligence reporting?

CSS-based charts in sales intelligence reporting are limited to visual representations within a self-contained HTML file. They do not support interactive data exploration, meaning users cannot dynamically filter or drill down into the underlying deal outcomes or conversation intelligence data.