Companies with a formal win/loss program win 47% of competitive deals vs. 28% for those without one — yet only 31% of B2B organizations run a structured win/loss analysis today.Primary Intelligence
The solution: AEs, SCs, and sales leaders submit structured deal close assessments. Buyer interviews feed the same model. Everything flows into a live dashboard — and exports as a quarterly report to Sales, Marketing, and Enablement.
AEs and SCs submit deal assessments across three structured sections: deal details, competitive intelligence, and customer interview findings. The dashboard updates live and surfaces win/loss themes, competitive frequency, rep leaderboard, and vertical win rates. Download a formatted quarterly report at any time.
Every resource in this toolkit is built from real GTM experience. Use it, adapt it, make it yours.