Win/Loss Reports

This topic contains 1 reply, has 2 voices, and was last updated by Allison Sword Allison Sword 6 months ago.

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  • #1613
    Emily Radkowski
    Emily Radkowski
    Participant

    Looking to collaborate with some folks that have had success with providing win/loss reports to sales, marketing, product and success teams. I am interested in creating something that is consumable in 5mins or less. If anyone has had success or is looking to collaborate with me on this, please reach out!

    #1670
    Allison Sword
    Allison Sword
    Keymaster

    I’ve created win-loss reports using Salesforce opps and just graphing them using a Google Doc. Took a bit of analyzing but the content was easily digestible and understood by different stakeholder teams.

    There’s something on the old site that showed the outcome of it, I’ll dig around and see if I can pull it up for you.

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