win-loss-pattern-analyzer

Analyze closed Dataverse opportunities to identify patterns differentiating won and lost deals.

44|9|Updated Mar 6, 2026
One-click install
npx skills add https://github.com/microsoft/dataverse-business-skills --skill win-loss-pattern-analyzer
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: win-loss-pattern-analyzer
Source: https://github.com/microsoft/dataverse-business-skills/tree/main/skills/win-loss-pattern-analyzer
Command: npx skills add https://github.com/microsoft/dataverse-business-skills --skill win-loss-pattern-analyzer

SYSTEM DOCUMENTATION & REQUIREMENTS

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

What problem does it solve?

This Skill helps sales teams understand the key factors differentiating won deals from lost ones, enabling them to refine strategies and improve win rates.

Core Features & Use Cases

  • Pattern Identification: Analyzes historical opportunity data to find correlations between deal characteristics and outcomes.
  • Actionable Insights: Provides data-driven recommendations for sales playbooks based on win/loss drivers.
  • Use Case: A sales manager can ask, "Why are we losing deals in the enterprise segment?" and receive a detailed analysis of common traits in lost deals and what winning deals do differently.

Quick Start

Analyze closed opportunities from the last year to identify patterns between won and lost deals.

Frequently Asked Questions about win-loss-pattern-analyzer

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

FAQPage Schema
How do I analyze win loss data to improve sales performance?

You can analyze closed opportunities by examining sales cycles, activities, stakeholder engagement, and deal characteristics to identify patterns differentiating won and lost deals and generate actionable playbook insights.

Why are we losing deals in specific segments and how can I find the root cause?

By analyzing historical opportunity data, you can find correlations between deal characteristics and outcomes to understand why deals are lost in specific segments and what winning deals do differently.

Does win loss analysis require Dataverse opportunity data?

Yes, win loss analysis requires access to Dataverse opportunity, account, contact, and activity data to accurately identify patterns and provide data-driven recommendations for your sales playbooks.

What is the best way to identify patterns in closed sales opportunities?

The best way to identify patterns in closed opportunities is to analyze deal characteristics, sales cycles, and activities to find correlations between historical sales data and deal outcomes.

How do I build a sales playbook based on won and lost deal patterns?

You can build a sales playbook by using data-driven recommendations generated from analyzing historical opportunity data, which highlights the win and loss drivers differentiating your successful deals from failed ones.