Revenue Execution ·
Win-loss & competitive intelligence

Track win-loss trends

Track win rate over time and against the previous period, so changes show up early.

Best for

Sales manager, RevOps

Cadence

Monthly

Ways to get this done with Avoma

Pick the approach that fits how your team works. You can start with one and add another later.

How this works

Shown for:

  1. 1
    Trigger

    During weekly, monthly, or quarterly performance reviews

  2. 2
    Context

    Avoma Revenue Intelligence reads closed-won and closed-lost opportunities, CRM deal outcomes, and reporting periods

  3. 3
    Reason

    Compare win rate across periods to spot shifts

  4. 4
    Act

    Show win-loss trends over time

  5. 5
    Human judgment

    Leaders decide which shifts to investigate

Monitor win-loss trends over time to understand how sales outcomes are changing. Identify shifts in performance and investigate the reasons behind wins and losses.
Native feature
Recommended

Native feature

Monitor win-loss trends over time to understand how sales outcomes are changing. Identify shifts in performance and investigate the reasons behind wins and losses.

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Win-Loss Analysis
Prompt

Starts when

During weekly, monthly, or quarterly performance reviews

Uses

Closed-won and closed-lost opportunities, CRM deal outcomes, and reporting periods

Produces

A win-loss trend report showing changes in sales outcomes over time

What good looks like

Win rate tells you the most as a trend, period over period.

Compare the same period length

A month against a quarter misleads.

Break win rate down by segment

An average can hide a drop in one market.

Investigate any shift of 5 points or more

A shift that size tends to have a cause you can find.

Customer stories

What teams say

I used Ask Avoma to analyze how often our competitor came up in sales conversations, what objections buyers raised, and how those deals performed. The links back to the source calls made it easy to verify everything and review specific clips.

Christine

Avoma User

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