Win Loss Analysis Tool

Your Problem
You are trying to track your competitive wins and losses.

Our Solution
Use our Win Loss Analysis Template to track your competitive wins and losses. The “Analysis Tab” will allow you to track your wins and losses by Prospect/Customer, Industry, Product/Program, Close Date, Amount, Top Reason, Secondary Reason, and Tertiary Reason. The remaining tabs will provide you with a visual representation of your results and will help you communicate these results with key stakeholders.

Download our free Product Development Strategy Methodology to see how this tool functions as part of a product development process.

Key Benefits
track wins & losses based on selected areas
provides visual representation of your results
can be easily shared with stakeholders
easy to use Excel format
saves time on formatting


Microsoft Excel Spreadsheet
Estimated Time Required: 2 Hours
Skills Required: Excel (Basic)