<aside> 💡

As you begin collecting and analyzing data, you should add relevant charts and graphs using Notion’s chart. Here’s how to get started:

Choose graphs that matter, whether it’s tracking win rates over time, identifying top reasons for wins and losses, or comparing against key competitors.
Keep it clean and focused—only include graphs that provide actionable insights.
Update regularly to keep the dashboard relevant </aside>

Deal Outcomes

<aside> 💡

This is your win loss database.

In this section, you'll track every deal outcome, whether it's won or lost. Keeping a complete record here allows you to draw key insights from your sales process. Here's how to make the most of it:

Log every deal to ensure your data is comprehensive. It’s most useful to have salespeople understand the importance of well-filled win/loss outcomes.
Add custom fields to capture specific details relevant to your business. This flexibility makes the database adaptable to any sales context.
Use these insights to identify patterns in your deals and refine your strategy. </aside>

Deal Outcomes

Reasons Analysis

Main Reasons for Won Deals

<aside> 💡

Understanding why you win deals is crucial for repeating success. Use this table to log and categorize the key factors contributing to your wins.

List all the reasons why deals were successful (pricing, product fit, customer service, etc.).
Look for trends—what keeps showing up in your wins?
Share insights with your product and marketing teams to emphasize the aspects customers value most. </aside>

Decision Factors

Main Reasons for Lost Deals

<aside> 💡

Knowing why deals are lost helps you improve and grow. Use it to avoid repeating the same mistakes:

Categorize the reasons for losing deals (pricing, competition, product gaps, etc.).
Identify recurring issues and make them a priority for improvement.
Give constructive feedback to your product and marketing teams so they can address gaps that are costing you sales. </aside>

Untitled

Competitor Analysis

<aside> 💡

This is your competitor database, where you can log details about the companies you regularly compete against. Knowing your competition is critical for staying ahead. Here’s how to use this section effectively:

Record key competitors you face most often.
Add custom fields like strengths, weaknesses, or pricing strategies to tailor the data to your industry.
Filter by competitor type, market, or other criteria to focus your analysis on what matters most.
Review regularly to keep your competitive strategies up to date.

Use this database as a central resource for everyone on your team, so your entire organization stays sharp when facing these competitors.

</aside>

Most Dangerous Competitors

Competitor Database