This sales template includes 9 fields. Capture structured post-mortem data when a sales opportunity is lost to improve future win rates. Free to customize and use on ZenBuild.
Opportunity Name (text, required)
Account Name (text, required)
Deal Stage When Lost (dropdown selection, required) — options: Discovery, Proposal, Negotiation, Verbal Commit, Contract Review
Primary Loss Reason (dropdown selection, required) — options: Price, Competitor, No Decision, Timeline, Product Fit, Internal Politics
Competitor Won (if known) (text, optional)
Deal Value (USD) (number, required)
Key Lessons Learned (long text, required)
Could We Have Won This Deal? (multiple choice, required) — options: Definitely Yes, Possibly, No, Unsure
