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win-loss-patterns

Analyzes HubSpot closed deals weekly and posts win-loss themes to Slack.

20.2k|3.4k|Updated Oct 5, 2024
Search Tags:#sales analytics#Slack#HubSpot#win-loss analysis#revenue operations#deal breakdown#close reasons
One-click install
npx skills add https://github.com/kortix-ai/suna --skill win-loss-patterns
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: win-loss-patterns
Source: https://github.com/kortix-ai/suna/tree/main/packages/starter/templates/marketplace/runtime/skills/win-loss-patterns
Command: npx skills add https://github.com/kortix-ai/suna --skill win-loss-patterns

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Sales teams record one-line close reasons in HubSpot but rarely turn them into actionable insight. This Skill automates a weekly win-loss analysis so revenue leaders understand why deals are won or lost without manual CRM digging.

Core Features & Use Cases

  • Automated Deal Breakdown: Pulls closed-won and closed-lost deals from HubSpot and breaks outcomes down by segment, competitor, price band, and the stage where lost deals died.
  • Theme Clustering with Recommendations: Groups free-text close reasons into themes (pricing, missing features, competitor chosen) and pairs each theme with a concrete recommendation.
  • Slack Reporting: Posts one weekly summary with win rate, breakdowns, and recommendations to a configured Slack channel.
  • Use Case: A revenue operations lead schedules a weekly cron run; every Monday the team receives a Slack message showing that three of five losses to a competitor cited enterprise-tier pricing, with a packaging review recommendation.

Quick Start

Run the win-loss analysis on HubSpot deals closed in the last 7 days and post the themes and recommendations to the sales Slack channel.

Frequently Asked Questions about win-loss-patterns

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

FAQPage Schema
How do I automate win-loss analysis from HubSpot deals?▼

Schedule a weekly cron run that reads closed-won and closed-lost deals through a read-only HubSpot connector, filters by close date within the lookback window, and clusters close reasons into themes. The result posts as one summary message to a Slack channel.

How to find which sales stage loses the most deals?▼

Read each closed-lost deal's stage history from HubSpot and identify the stage it was in immediately before being marked lost. Rank stages by lost-deal count to spot stages that kill a disproportionate share of deals relative to pass-through volume.

Does this win-loss analysis modify HubSpot deal records?▼

No, the HubSpot connector is strictly read-only. The analysis never edits deal stages, amounts, close reasons, or competitor fields, and it never contacts reps or prospects; the only output is a single Slack post.

What happens when HubSpot close reason fields are blank?▼

Blank close reasons or competitor fields are counted under an unrecorded bucket rather than guessed or filled in. This keeps the theme clustering honest and surfaces data hygiene gaps in the weekly report.

Can the win-loss report compare results across previous weeks?▼

Each run is a fresh session with no memory between runs, so windows and breakdowns are recomputed from HubSpot's current state. The summary compares against what the window looked like the last time a similar volume of data closed.

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