About win/loss

MeetRecord’s win/loss insights help you understand what drives successful deals, empowering you to replicate winning strategies across your pipeline.

By analyzing past deals with AI, MeetRecord identifies patterns in closed-won deals and compares them to deals in progress, providing actionable intelligence to boost your win rates.

How MeetRecord Calculates Win Rates

The win rate formula is:
Win rate = (won deals) / (won deals + lost deals)

Accessing Win/Loss Insights

Navigate to Insights:

Go to Deals > Analytics > Win/Loss.
Insights are calculated for your current deal board and its filters, including team, timeframe, and CRM data.

Explore Metrics:

Click on metrics tabs to explore different measures of deal success.
Click graph points to view data behind closed deals.
Scroll to see details of the top won and lost deals.

Download or Share Data:

Click Download to analyze data offline.
Click Share to distribute insights with stakeholders.

7 Key Metrics to Measure Deal Success

Number of Contacts:

Learn how having multiple contacts impacts win rates.
Deals with no active prospects are excluded from analysis.

Power in Deal:

Assess the impact of engaging high-level stakeholders (Director, VP, or C-level).
Insights exclude deals where recognizable titles for 75% of participants are unavailable.

Deal Duration:

Discover the ideal deal length and how time to close correlates with success.
Deals with no activity are excluded.

Deal Size:

Examine how deal value affects win rates.
All deals meeting general criteria are included.

Number of Calls:

Evaluate how the frequency of calls throughout the deal cycle influences outcomes.
Deals without calls or active prospects are excluded.

Competitor Mentions:

Understand how mentions of competitors impact win rates.
Insights compare deals with mentions of top competitors, all competitors, or no competitors.

Tracker Impact:

Analyze how specific tracked phrases or keywords affect outcomes.
Each tracked word or phrase is shown in a separate column for detailed insights.

Important Notes on Insights

Deal Qualification:

At least 100 closed deals within the selected time range are required for insights.
Some deals are excluded to improve accuracy (e.g., invalid emails, unprocessed data, missing creation dates, etc.).

Filter for Precision:

Use CRM fields to refine metrics for specific business scenarios, such as renewals or new business.
Add or edit filters at the top of the page or in the CRM filters section.

Relationship Between Deal Boards and Insights:

Insights inherit filters from the deal board they originate from but can be adjusted independently.

Export Deal Data:

Download a CSV file for a full list of deals matching the board filters, including non-qualifying deals and reasons for exclusion.

Make Data-Driven Decisions with MeetRecord

By leveraging win/loss insights, you can:

Understand key behaviors driving deal success.
Identify areas of improvement for struggling deals.
Optimize strategies for engaging stakeholders, managing timelines, and handling objections.