1.3 KiB
1.3 KiB
name, description
| name | description |
|---|---|
| win-loss-dataset | 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
- Data Model – deal metadata (segment, region, product, stage), outcome, competitor, primary driver, secondary driver, confidence.
- Qualitative Tags – categories for pricing, product gaps, implementation, support, brand, relationships.
- Quotes & Evidence – key quotes, call clips, doc references with consent + access controls.
- Analytics Layer – dashboards for driver frequency, trendlines, influence on win rate, revenue impact.
- 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-programcommand for automatic dataset updates.