lost dealpost-mortemcompetitive analysissales improvement
Lost Deal Post-Mortem Form — Form Fields
This sales template includes 11 fields. Document detailed analysis of lost deals to inform product, pricing, and sales strategy improvements. Free to customize and use on ZenBuild.
Deal Name (text, required)
Prospect Company (text, required)
Deal Size ($) (number, required)
Sales Rep Name (text, required)
Primary Loss Reason (dropdown selection, required) — options: Price too high, Missing features, Competitor relationship, Implementation concerns, Internal champion left, No budget approved, Status quo preference
Secondary Loss Reason (dropdown selection, optional) — options: Price too high, Missing features, Competitor relationship, Implementation concerns, Internal champion left, No budget approved, Status quo preference
Winning Competitor (if known) (text, optional)
At What Stage Was the Deal Lost? (dropdown selection, required) — options: Qualification, Discovery, Demo, Proposal, Negotiation, Final decision
What could the sales team have done differently? (long text, required)
What product gaps were cited? (long text, optional)
Would we pursue this account again in 6 months? (dropdown selection, required) — options: Yes, Maybe, No
