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Lost Deal Analysis Form - Free Sales Template | ZenBuild | ZenBuild

Templates→Sales→Lost Deal Analysis Form

Lost Deal Analysis Form

Capture structured post-mortem data when a sales opportunity is lost to improve future win rates.

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Lost Deal Analysis Form

Capture structured post-mortem data when a sales opportunity is lost to improve future win rates.

Opportunity Name*

Account Name*

Deal Stage When Lost*

Primary Loss Reason*

Competitor Won (if known)

Deal Value (USD)*

Key Lessons Learned*

Could We Have Won This Deal?*

Definitely YesPossiblyNoUnsure

Recommended Follow-up Action

Template Details

CategorySales

Fields9

Uses0

Views0

lost dealwin-lossanalysis