Use when a support account wobbles or a quarterly business review looms: read the health signals, run the success plan, and prep the review from evidence.
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Significant-Gravitas/skills-catalog22026年10月22日 更新
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lost-deal-analysis
Analyse lost deals by recorded reason, stage, segment, and age, with gaps in the reasons shown.
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- SKILL.md1.4 KB
SKILL.md（原文）
安装前可以查看交给 AI 代理的指令内容。
Lost deal analysis
Use this for closed-lost deals over a stated period, from a dated export.
Check reason quality
Count lost deals and their value. Then count how many have a loss reason, how many use "other" or a free-text note, and how many reasons were added long after the close date. If more than a quarter lack a usable reason, say so first; the breakdown will be weak.
Break down the losses
Break losses down by:
- recorded reason;
- stage at loss;
- segment, region, and deal size;
- age at loss and days since last activity;
- owner, only where the count is large enough to mean something.
Compare with won deals over the same period where you can. Quote rep notes or customer words only as written, with the deal id.
What the data cannot say
State what the records cannot show: reasons picked from a short list, deals lost before they were entered, and reps who log reasons differently. Suggest the smallest next check, such as five calls with lost buyers.
Never fill a blank loss reason with a guess or infer one from the amount. Do not edit deals in the CRM; propose changes to the reason list for approval.
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中文简介正在准备中。当前显示原文说明。
Significant-Gravitas/skills-catalog22026年10月22日 更新
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中文简介正在准备中。当前显示原文说明。
Significant-Gravitas/skills-catalog22026年10月22日 更新
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Significant-Gravitas/skills-catalog22026年10月22日 更新
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Significant-Gravitas/skills-catalog22026年10月22日 更新
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中文简介正在准备中。当前显示原文说明。
Significant-Gravitas/skills-catalog22026年10月22日 更新