Log a Deal Outcome iRecord won and lost deals to track patterns over time. Data is stored locally in your browser and can be exported to CSV at any time.

Deal Details

Fill out the deal information below. Lost-deal fields appear automatically when you select "Lost."
Performance Summary iKey metrics calculated from all logged deals. Win rate is total won divided by total logged. Average won deal value helps you understand your typical deal size for won opportunities.
Total Logged iTotal number of deal outcomes recorded, both won and lost.
0
No deals logged yet
Win Rate iPercentage of logged deals that were won. Higher is better — industry average for distributors is typically 25-35%.
0%
0 won / 0 lost
Avg Won Deal iAverage dollar value of deals you won. Useful for forecasting and understanding your sweet spot.
$0
Across all won deals
#1 Loss Reason iThe most frequently cited reason for losing deals. Address this to improve your win rate the fastest.
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No losses logged
Trends & Patterns iVisual breakdown of your win/loss data. Charts update automatically as you log new deals. Look for trends in monthly performance, recurring loss reasons, and which competitors take the most business.

Win/Loss by Month iMonthly bar chart comparing wins vs losses. Helps you spot seasonal patterns or months where you're losing more than usual.

Loss Reasons Breakdown iDoughnut chart showing the distribution of reasons you lose deals. Focus improvement efforts on the biggest slice.

Losses by Competitor iWhich competitors are winning deals away from you most often. Helps you build targeted competitive strategies.

Win Rate by Market iCompare your win rate in DFW vs Houston. If one market significantly outperforms the other, investigate what's working there.

Deal Log iFull list of every logged deal. Click column headers to sort. Green rows are wins, red rows are losses. Use Export CSV to pull this data into Excel or Google Sheets.
Date ▲ Company Value Market Outcome Reason Competitor Notes
No deals logged yet. Use the form above to start tracking.