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naveedharri
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win-loss-analysis

Analyze B2B deal win/loss patterns and generate a .docx persona strategy report.

53|25|Updated Jan 23, 2026
Search Tags:#sales#reporting#crm#transcripts#enrichment#win-loss
One-click install
npx skills add https://github.com/naveedharri/benai-skills --skill win-loss-analysis-naveedharri
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: win-loss-analysis
Source: https://github.com/naveedharri/benai-skills/tree/main/plugins/sales/skills/win-loss-analysis
Command: npx skills add https://github.com/naveedharri/benai-skills --skill win-loss-analysis-naveedharri

SYSTEM DOCUMENTATION & REQUIREMENTS

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

What problem does it solve?

Win/loss pattern analysis for B2B sales to understand why deals close or why they don't, and to deliver a comprehensive persona and strategy document as a professional .docx report.

Core Features & Use Cases

  • CRM data extraction and consolidation for Won/Lost deals from Attio, HubSpot, Salesforce, Pipedrive, and other popular CRMs.
  • Enrichment with emails, call transcripts, and web research to explain WHY outcomes occurred and build a winning persona.
  • Persona creation, red-flag identification, strategic recommendations, and a polished .docx report ready for executive review.

Quick Start

Analyze your CRM Won/Lost data, enrich it with emails and transcripts, and generate a professional .docx win/loss 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 win/loss patterns in B2B CRM data to identify why deals close?▼

Win/loss analysis processes your B2B CRM data to identify drivers of close outcomes by extracting deal records, enriching them with emails and transcripts, and generating a professional .docx persona and strategy report.

What's the best way to enrich CRM win/loss data with call transcripts and emails?▼

You can enrich CRM win/loss data by extracting deal records and appending communication data like emails and call transcripts to explain why specific outcomes occurred and build a comprehensive winning persona.

Can I extract won and lost deals from HubSpot, Salesforce, and Pipedrive for win/loss reporting?▼

Yes, win/loss analysis supports CRM data extraction and consolidation for Won/Lost deals from Attio, HubSpot, Salesforce, Pipedrive, and other popular CRMs to prepare data for pattern analysis.

Does win/loss analysis generate a .docx report for executive review?▼

Yes, win/loss analysis generates a polished .docx report containing persona creation, red-flag identification, strategic recommendations, and charted reporting ready for executive review.

Do I need Python dependencies like matplotlib and numpy for win/loss pattern analysis?▼

Yes, win/loss analysis requires matplotlib and numpy dependencies to support advanced pattern analysis and generate charted reporting for visualizing B2B deal outcomes.

When do I need win/loss analysis for B2B deals instead of standard CRM reporting?▼

You need win/loss analysis when standard CRM reporting is insufficient for understanding why deals close, requiring multi-source enrichment and pattern analysis to construct winning personas and strategic recommendations.

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