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win-loss-analysis

Analyzes CRM win/loss data and outputs structured reports to Notion or Markdown.

5|3|Updated Apr 16, 2026
Search Tags:#signals#velocity#win-loss#deal-analysis#crm-analysis#icp-canon
One-click install
npx skills add https://github.com/freckle-io/deal-closed-analysis-skill --skill win-loss-analysis-freckle-io
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: win-loss-analysis
Source: https://github.com/freckle-io/deal-closed-analysis-skill/tree/main
Command: npx skills add https://github.com/freckle-io/deal-closed-analysis-skill --skill win-loss-analysis-freckle-io

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill analyzes CRM win/loss data to produce structured, actionable reports that explain why deals win or lose and how ICP grounding compares to reality.

Core Features & Use Cases

  • CRM-agnostic analysis that works with HubSpot, Salesforce, or CSV exports and outputs a unified signal dashboard, deal stories, and an association-coverage explanation.
  • ICP can be validated against CRM outcomes with an ICP canon vs reality headline if docs exist in the repo.
  • Velocity, firmographics, buyer persona, and engagement signals are analyzed to surface top signals and actionable recommendations.

Quick Start

Ask it to run a win/loss analysis on your latest CRM data for a chosen time window to generate the full report.

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 CRM win-loss data to understand why deals fail?▼

Analyzing CRM win-loss data involves reviewing velocity, firmographics, buyer personas, and engagement signals to surface top reasons deals fail. This process generates a structured report with deal stories and actionable recommendations to sharpen your ICP.

Can I run a win-loss analysis using a CSV export if I don't use HubSpot or Salesforce?▼

Yes, win-loss analysis can run on CSV exports alongside HubSpot and Salesforce data. The process operates in read-only mode to safely evaluate your CRM records and output a unified signal dashboard.

How do I validate my Ideal Customer Profile against actual CRM outcomes?▼

Validating ICP against CRM outcomes compares your documented ICP canon to real deal reality. This surfaces discrepancies between targeted firmographics and actual closed-won or closed-lost characteristics in your CRM.

Does win-loss analysis separate expansion deals from new-logo deals?▼

Win-loss analysis handles expansion vs. new-logo segmentation to differentiate outcomes. This segmentation ensures your signal dashboard and deal stories accurately reflect the distinct dynamics of upselling versus acquiring new customers.

What is the best way to share win-loss analysis reports with my revenue team?▼

The best way to share win-loss reports is exporting the structured analysis directly to Notion or Markdown. This format allows easy sharing of the ICP canon, unified signal dashboard, and deal stories across your team.

What happens if my CRM data has missing fields during deal analysis?▼

During deal analysis, the system flags data quality issues when present in your CRM records. This ensures your ICP reality check and velocity signal evaluations account for missing or incomplete data.

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