Win/Loss Investigator

Turn anecdotes about losses into actual patterns.

Win/Loss Investigator Turn anecdotes about losses into actual patterns.

Clusters lost and won deals to explain which objections, competitors, personas, and timing patterns are driving outcomes.

Example insight report

The investigation turns recent win/loss notes into patterns by competitor, objection, persona, and timing.

Deals analyzed

Neutral

last 60 days

Implementation objection

Warning

29%

+8 pts

Loss mentions

Includes

Salesforce

Connector

Adds accounts, opportunities, activities, cases, and CRM ownership from Salesforce.

Gong

Connector

Adds call transcripts, deal moments, objections, and coaching signals from Gong.

Snowflake

Connector

Adds warehouse-backed customer, operational, finance, and product data from Snowflake.

Hubspot

Connector

Adds CRM records, lifecycle stages, marketing activity, and deal context from HubSpot.

Slack

Connector

Reads team channels, standups, escalation threads, and handoff conversations from Slack.

Notion

Connector

Reads planning docs, meeting notes, project pages, and decision records from Notion.