Start where the money starts
Win rate, and why you lose
Why this step
Conversion by stage and cohort, and the lost reasons you configured in journey 3 finally paying off. A win rate on its own is vanity; a win rate beside a dominant loss reason is a decision.
What this does
Provides C-suite executives with end-to-end analytical dashboards to measure win/loss ratios, average deal cycles, stage conversion velocity, and lost reasons across manufacturing branches.
Before you start
- Sales Manager or Executive permissions.
Steps
Important
Filtering Win/Loss analysis by Profile Series reveals which aluminium systems deliver the highest commercial closing rates.
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01
Open CRM › Reporting › Pipeline.
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02
Switch between Graph (Bar, Line, Pie), Pivot, and List views.
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03
Analyze Win/Loss Ratio: filter by Won and Lost to evaluate conversion effectiveness.
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04
Measure Days to Assign and Days to Close to identify bottlenecks in estimation drafting.
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05
Group by Lost Reason to determine whether pricing, lead time, or specification limitations cause contract losses.
Common mistakes
- Analyzing pipeline metrics without excluding internal testing opportunity records.
- Comparing residential sales cycles directly against multi-year commercial facade tenders.
Checkpoint
You can name your most common reason for losing, and what it would cost to fix it.