Proposal Feedback and Win-Loss Analysis Form

Proposal Feedback and Win-Loss Analysis Form — Form Fields

This sales template includes 10 fields. Collect structured post-decision feedback to analyze why proposals were won or lost. Free to customize and use on ZenBuild.

• Opportunity Name (text, required)
• Prospect Company (text, required)
• Outcome (dropdown selection, required) — options: Won, Lost, No decision, Postponed
• Deal Value ($) (number, required)
• Primary Reason for Outcome (dropdown selection, required) — options: Price, Features, Relationship, Implementation timeline, Support reputation, Competitor strength, Internal budget freeze
• Competitor Selected (if lost) (text, optional)
• How competitive was our proposal? (1-5) (rating, required)
• What did the prospect say? (long text, required)
• What would you do differently? (long text, optional)
• Sales Stage Lost (dropdown selection, optional) — options: Prospecting, Qualification, Demo, Proposal, Negotiation, Closing