32 lines
1.3 KiB
Markdown
32 lines
1.3 KiB
Markdown
---
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name: win-loss-dataset
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description: Structure for capturing qualitative + quantitative win/loss insights
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with consistent tagging.
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---
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# Win/Loss Dataset Skill
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## When to Use
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- Running structured win/loss programs.
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- Aligning qualitative interviews with CRM metrics.
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- Sharing insights across product, sales, pricing, and marketing teams.
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## Framework
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1. **Data Model** – deal metadata (segment, region, product, stage), outcome, competitor, primary driver, secondary driver, confidence.
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2. **Qualitative Tags** – categories for pricing, product gaps, implementation, support, brand, relationships.
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3. **Quotes & Evidence** – key quotes, call clips, doc references with consent + access controls.
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4. **Analytics Layer** – dashboards for driver frequency, trendlines, influence on win rate, revenue impact.
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5. **Action Tracking** – link insights to backlog items, status, owner, and due date.
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## Templates
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- Interview note template with pre-defined tags + drop-downs.
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- Dataset schema (CSV/Sheet/BI) with validated fields.
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- Dashboard layout for driver trends + revenue impact.
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## Tips
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- Keep raw qualitative notes but publish sanitized, anonymized snippets for broader sharing.
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- Standardize driver taxonomy every quarter to avoid drift.
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- Pair with `run-win-loss-program` command for automatic dataset updates.
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---
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