Record a won or lost deal
Recording a won or lost deal captures the outcome of a real competitive deal — who you were up against, and why you won or lost — so it feeds the competitor’s win/loss summary. Anyone on your team can record a deal.
What you’ll do
Section titled “What you’ll do”- Open the competitor’s battlecard and go to the Win Loss Analysis tab.
- Start a new win/loss record.
- Set the outcome — Closed Won or Closed Lost.
- Choose the account and the deal.
- Add the reasons you won or lost, then save.
It takes a couple of minutes, and nothing is saved until you finish the form.
Before you start
Section titled “Before you start”- You don’t need any special role — any user can record a deal.
- Have the basics to hand: the customer/account name, the deal, and why it went the way it did.
1. Open the Win Loss Analysis tab
Section titled “1. Open the Win Loss Analysis tab”- Open the battlecard for the competitor the deal was against.
- Click the Win Loss Analysis tab.
If no deals have been recorded yet, you’ll see an empty state with a button to add the first record. Otherwise, use the Add control at the top of the tab.
2. Start a new record
Section titled “2. Start a new record”Click Add at the top of the tab. If you have a CRM connected you’ll be offered two options — choose the one to add a new record manually. (To pull in an existing CRM deal instead, see Link a deal from your CRM.)
The record form opens in a dialog.
3. Set the outcome
Section titled “3. Set the outcome”At the top of the form, use the outcome bar to choose Closed Won or Closed Lost. The rest of the form adapts to your choice — until you pick an outcome, the reasons section shows a “Choose an outcome to continue” placeholder.
4. Choose the account and deal
Section titled “4. Choose the account and deal”- Account — pick the customer this deal was with. You can select an existing account or switch to adding a new one using the toggle at the top of the account section.
- Deal — search for and select the opportunity in the deal field. You can also name the person who owned the deal.
5. Add the win/loss reasons
Section titled “5. Add the win/loss reasons”In the reasons section, record why the deal went the way it did:
- Choose the reasons that applied (the options are grouped into categories, so you can capture both the headline reason and the specifics).
- Confirm or set which competitor you were up against.
- For a loss, you can also note the winning vendor — who took the deal.
- Add any free-text context that helps a rep learn from the deal.
6. Save
Section titled “6. Save”When the form is complete, save the record. It’s added to the top of Recent deals straight away, and its reasons roll into the won/lost summary donut on the tab.
Good to know
Section titled “Good to know”- Records are scoped to the battlecard you added them from, so always start from the right competitor’s card.
- The winning-vendor field only appears for losses — it doesn’t make sense for a win.
- The more consistently your team records deals, the more trustworthy the summary becomes. One deal is an anecdote; a steady stream is a pattern.