/win-loss-dataset

name: win-loss-dataset
description: Structure for capturing qualitative + quantitative win/loss insights
  with consistent tagging.

Win/Loss Dataset Skill

When to Use

• Running structured win/loss programs.
• Aligning qualitative interviews with CRM metrics.
• Sharing insights across product, sales, pricing, and marketing teams.

Framework

1. **Data Model** – deal metadata (segment, region, product, stage), outcome, competitor, primary driver, secondary driver, confidence. 2. **Qualitative Tags** – categories for pricing, product gaps, implementation, support, brand, relationships. 3. **Quotes & Evidence** – key quotes, call clips, doc references with consent + access controls. 4. **Analytics Layer** – dashboards for driver frequency, trendlines, influence on win rate, revenue impact. 5. **Action Tracking** – link insights to backlog items, status, owner, and due date.

Templates

• Interview note template with pre-defined tags + drop-downs.
• Dataset schema (CSV/Sheet/BI) with validated fields.
• Dashboard layout for driver trends + revenue impact.

Tips

• Keep raw qualitative notes but publish sanitized, anonymized snippets for broader sharing.
• Standardize driver taxonomy every quarter to avoid drift.
• Pair with `run-win-loss-program` command for automatic dataset updates.

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