Skip to content

Win loss analysis templates

3 templates

All templates

Compare win loss analysis versions

Lost Deal ReviewWin-Loss Interview GuideWin-Loss Analysis Report
FormatDocumentDocumentDocument
Works inGoogle Docs and WordGoogle Docs and WordGoogle Docs and Word
Length6 pages7 pages9 pages
StyleMinimalCorporateCorporate

Writing a win-loss analysis that gets read

A win-loss analysis studies why deals were won or lost, so sales and product teams can improve.

Read more

Cover the deals reviewed, win rate, reasons won, reasons lost, competitor patterns, and recommended actions.

Interview the buyers themselves, because seller notes often miss the real reason.

Compare Lost Deal Review, Win-Loss Interview Guide, and Win-Loss Analysis Report, all 6 to 9 pages long, then pick the closest match and replace the sample text with your own.

Questions

What is a win-loss analysis?

A win-loss analysis studies why deals were won or lost, so sales and product teams can improve.

What should a win-loss analysis include?

Include the deals reviewed, win rate, reasons won, reasons lost, competitor patterns, and recommended actions. Interview the buyers themselves, because seller notes often miss the real reason.

What is the best win loss analysis template to begin from?

Start with Lost Deal Review: Shows why a deal was lost, what the buyer said and which single change the team should make next. If that is not the right fit, compare it with Win-Loss Interview Guide.

How many pages does a win-loss analysis need?

The templates here are 6 to 9 pages long. Cut any section you do not need; each template explains what its sections are for.

Can I make a win-loss analysis in Google Docs?

Yes. These win loss analysis templates work in Google Docs and Microsoft Word. All 3 templates are free, with no account or email needed.

Who are these win loss analysis templates written for?

Mostly education and research. The sample text in each one is written for a specific situation, so replace it with your own details.

Preparing your template…