Capture why every deal is won or lost so your team stops repeating the same misses. This automation prompts the rep for a reason when a deal closes, logs it against the deal, and rolls the answers into a report leadership can actually learn from.
What's Included
- Reason prompt: ask the rep a quick why the moment a deal closes.
- Structured logging: save reasons against the deal in consistent categories.
- Trend report: roll answers into a win-loss summary over time.
- AI insight agent: ask "why are we losing deals to price?" and get a read.
How To Use
- Clone this automation and define your win and loss reason categories.
- Connect your pipeline so closed deals fire the Triggers.
- Set the prompt and logging behavior in the Actions step.
- Enable the toggle to start capturing reasons automatically.
Pair it with the Sales Pipeline CRM or explore more systems in the Community Gallery.