Use case · Sales
Sales win rate analysis
Visibility into which quotes convert, which are lost and why. Sales decisions based on data.
The problem
The company issues hundreds of quotes a year, yet nobody knows the real conversion rate, which types of deal are won, which customers respond best or why opportunities are lost. Sales decisions are made on instinct, and the team's priorities depend on whoever pushes hardest.
How we solved it
We linked the quoting workflow to the final outcome (won, lost, no response) and built a dashboard showing ratios by salesperson, product, customer and loss reason. The sales team always knows where to focus its effort.
What you get
Areas involved
- Sales
- Sales operations
- Conversion rate calculated automatically
- Loss reasons analysed by segment
- Objective prioritisation of open opportunities
- Identification of the best-performing salespeople and products
- Data to inform pricing and proposals