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win-loss-analysis

Analyze B2B sales win/loss patterns from CRM data and generate a .docx report.

1|Updated Jun 26, 2026
Search Tags:#win/loss analysis#sales strategy#deal analysis#prospecting#CRM data analysis
One-click install
npx skills add https://github.com/BenAIOS/benai-skills-main --skill win-loss-analysis-benaios
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: win-loss-analysis
Source: https://github.com/BenAIOS/benai-skills-main/tree/main/plugins/sales/skills/win-loss-analysis
Command: npx skills add https://github.com/BenAIOS/benai-skills-main --skill win-loss-analysis-benaios

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires attio, hubspot, salesforce, pipedrive, gmail, fireflies, gong, and includes scripts (resource) and references (resource) and assets (resource) components.

What problem does it solve?

This Skill provides comprehensive analysis of B2B win/loss patterns, helping you understand why deals close and why they don't, leading to better prospect profiling and strategic recommendations.

Core Features & Use Cases

  • CRM Data Integration: Connects with various CRMs like Attio, HubSpot, Salesforce, etc., to pull deal data.
  • Multi-Source Enrichment: Utilizes emails, call transcripts, and web research to enrich deal data.
  • Pattern Analysis: Compares won and lost deals across various dimensions for insights.
  • Persona Construction: Creates a winning prospect persona and strategic recommendations.
  • Chart Generation: Generates professional charts for report embedding.
  • Document Generation: Delivers a comprehensive .docx report with analysis, persona, and recommendations.
  • Use Case: Suppose you have a sales team struggling with closing deals. Use this Skill to analyze past deals and gain insights into what works and what doesn't.

Quick Start

Use the win-loss-analysis skill to analyze win/loss patterns for your sales team.

Frequently Asked Questions about win-loss-analysis

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

FAQPage Schema
How do I analyze B2B win/loss patterns from CRM data and call transcripts?▼

To analyze B2B win/loss patterns, this Skill integrates your CRM data with call transcripts and emails to compare won and lost deals. It performs pattern analysis to identify why deals close and outputs a comprehensive .docx report with strategic recommendations.

Does win/loss analysis work with HubSpot, Salesforce, and Pipedrive CRM data?▼

Yes, win/loss analysis works with HubSpot, Salesforce, and Pipedrive CRM data. It also supports Attio connections, pulling deal data directly from these platforms to compare won and lost deals for prospect profiling and strategic insights.

Can I use Gong and Fireflies call transcripts to enrich sales deal analysis?▼

Yes, you can use Gong and Fireflies call transcripts to enrich sales deal analysis. The Skill integrates these transcripts alongside email data and CRM records to build comprehensive context for constructing winning prospect personas.

What is the best way to generate a win/loss report with prospect personas?▼

The best way to generate a win/loss report with prospect personas is using automated pattern analysis. This Skill processes multi-source deal data, constructs winning prospect personas, generates professional charts, and delivers a comprehensive .docx report.

Do I need email and call analysis tools to perform B2B deal pattern analysis?▼

Yes, you need email and call analysis tools to perform B2B deal pattern analysis. The Skill requires CRM connectors, email integration, and call analysis tools like Fireflies or Gong to enrich data and accurately compare won versus lost deals.

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