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Win/Loss Analysis Digest

Example prompt: "Every Friday, look at all deals closed in HubSpot this week, summarise why we won the wins and why we lost the losses, group the patterns, and email the digest to the sales team."

The Problem

Most teams collect closed-won and closed-lost reasons in their CRM and then never look at them. The data sits in a dropdown field and a free-text note, and by the time anyone runs a quarterly review, the context is months old and the team has moved on. Patterns that would inform pricing, positioning, or competitive responses get lost. The teams that do run win/loss analysis well usually have a dedicated person doing it, which is a luxury most sales orgs do not have.

How GloriaMundo Solves It

We build a scheduled workflow that runs weekly. An integration step pulls all deals closed in the last seven days from the CRM, including the close reason field, free-text notes, deal size, segment, and competitor noted. An LLM step reads each deal's notes and produces a tight one-line summary of what actually happened, separating signal from noise. A second LLM step groups the deals by theme — common loss reasons, repeating competitor wins, pricing objections, recurring positives — and writes a short narrative. An integration step formats the digest as an email and sends it to the sales team, plus posts a top-line summary to a Slack channel for visibility. Glass Box preview lets you see the deal list, the per-deal summaries, and the grouped themes before the digest sends, so you can sanity-check the categorisation early on.

Example Workflow Steps

  1. Trigger (scheduled): Runs every Friday afternoon.
  2. Step 1 (integration): Query HubSpot for all deals closed (won or lost) in the last seven days, including reason fields and notes.
  3. Step 2 (LLM): For each deal, summarise the win or loss reason in one or two sentences using the notes and reason fields.
  4. Step 3 (LLM): Group the summaries into themes — repeated loss reasons, competitive patterns, common win drivers — and draft a short narrative for each theme.
  5. Step 4 (LLM): Write the full digest with a top-line headline, the themes, and a per-deal table.
  6. Step 5 (integration): Email the digest to the sales team distribution list.
  7. Step 6 (integration): Post the headline plus a link to the full digest into the sales Slack channel.

Integrations Used

  • HubSpot — source of closed deal data and notes
  • Gmail — distribution channel for the formatted digest
  • Slack — top-line summary and link for the team

Who This Is For

Sales managers, RevOps leads, and product marketers who want a reliable read on what is actually winning and losing deals without making win/loss analysis someone's full-time job. Useful for teams closing 5-50 deals a week where individual deals do not justify a one-off review but the aggregate signal matters.

Time & Cost Saved

A manual win/loss roll-up that reads through closed deals, categorises the reasons, and writes a digest typically takes a sales manager or ops person 2-3 hours a week, and most teams skip it most weeks as a result. This workflow takes that work down to a 10-minute review of the draft digest. Over a quarter, that is 20-30 hours saved and a much more consistent feedback loop for the team. The workflow uses integration and LLM steps; credit usage scales with the number of closed deals and stays predictable for typical weekly volumes.