Closed-Lost¶
Lost deal tracking and analysis
Overview¶
Repository for closed-lost deals with loss reason categorization and re-engagement tracking.
Loss Reason Categories¶
| Category | Definition | Re-engagement Strategy |
|---|---|---|
| Price | Budget constraints or price objection | Nurture, revisit in 6 months |
| Timing | Not ready, other priorities | Set future follow-up |
| Competitor | Selected another vendor | Win-back campaign at renewal |
| No Decision | Stalled, went dark | Long-term nurture |
| Scope Mismatch | Wrong fit for needs | Remove or reclassify |
| Lost Champion | Contact left company | Identify new contact |
Loss Documentation Template¶
# Deal: [Company Name]
**Close Date**: [Date]
**Stage Lost**: [Pipeline stage]
**Deal Value**: $[amount]
**Loss Reason**: [Category]
## Summary
[1-2 paragraph summary of the deal and why it was lost]
## Contributing Factors
- [Factor 1]
- [Factor 2]
## Competitor (if applicable)
- **Name**: [Competitor]
- **Why they won**: [Reasons]
## Lessons Learned
- [Lesson 1]
- [Lesson 2]
## Re-engagement Plan
- **Timeline**: [When to follow up]
- **Trigger**: [What would reopen opportunity]
- **Owner**: [Who will monitor]
Loss Analysis Metrics¶
| Metric | Frequency | Owner |
|---|---|---|
| Loss by reason | Monthly | Sales |
| Loss by competitor | Monthly | Sales |
| Loss by stage | Monthly | Sales |
| Re-engagement success | Quarterly | Sales |