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Closed-Won Deal Analyzer logoClosed-Won Deal Analyzer logo

Closed-Won Deal Analyzer

Problem Solved

Founders and revenue teams don't always know what makes a lead likely to close.

Description

Analyzes win/loss trends to surface patterns in ICP, source, and messaging.

MCP Servers Used

HubSpot
Salesforce

Workflow Steps

1

Analyze win/loss CRM data

Review historical deal data from CRM.

2

Segment by source/ICP

Categorize deals by source and customer profile.

3

Highlight winning patterns

Identify common factors in successful deals.

Sample Prompt

Analyze all closed-won and lost opportunities. Identify common traits in wins and recommend ICP refinements.

Workflow Tags

Sales
Analytics

Required MCPs

Quick Actions