Deal Loss Reasons Analysis
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Category:  
Analytical

Identifies and categorizes why potential sales deals were lost or did not close.

What it Measures ?

Why we lose deals.

Relevant StakeHolders 

Sales Ops, CRM Analysts

In-depth Use Case / Real-world Example

This KPI tracks patterns behind unsuccessful deals to improve future win rates. For example, a company selling industrial robotic arms may lose deals due to pricing, lack of certain features, or delayed delivery timelines. If 40 deals were lost last quarter and 25% were due to pricing and 35% due to missing technical features, that insight can guide pricing strategies or product development. In manufacturing, where decisions often involve technical evaluations and budget constraints, knowing precisely why deals fail helps improve product positioning, refine sales training, and sharpen competitive messaging. Capturing this data through CRMs after each lost deal and reviewing it periodically allows continuous process improvement.

KPI Definition

Business Value

Movement Direction

Sample Formula

Survey or CRM Data Analysis on Lost Deals

Should Aim For
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