Created by:
Amelia Wilson
Understanding why you win or lose deals is critical for refining your product strategy, optimizing sales efforts, and staying ahead of the competition. Our win/loss analysis presentation template helps you structure and communicate key findings, so your internal stakeholders can take action with confidence.
With this easy-to-use template, you’ll be able to present win rates, key drivers for wins and losses, competitive insights, customer feedback, and actionable recommendations – all in a way that’s clear, professional, and impactful.
What is a win/loss analysis presentation template?
The win/loss analysis presentation template is designed to help you effectively communicate the insights you’ve gathered from your win/loss research. Rather than drowning your stakeholders in raw data, this template provides a clear, structured way to present your findings to sales teams, product managers, and executives – so they can quickly grasp key takeaways and take action.
With dedicated sections for win rates, reasons for wins and losses, customer segmentation, competitive insights, and actionable recommendations, this template ensures your audience gets the insights they need in a digestible and compelling format.
Who is it for?
This template is designed for product marketers, sales enablement teams, product managers, competitive intelligence professionals, and revenue leaders who want to share win/loss insights in a clear and actionable way.
It’s especially useful for:
✔️ Product marketing teams refining messaging and positioning.
✔️ Sales teams looking to improve pitches and objection handling.
✔️ Product managers identifying feature gaps and customer needs.
✔️ Competitive intelligence professionals analyzing market trends and competitor performance.
✔️ Executives and revenue leaders who need a high-level view of deal performance and strategic opportunities.
If you’re responsible for understanding why deals are won or lost and helping teams act on those insights, this template is for you.
How to use the template
- Gather your data – Conduct interviews and surveys, and analyze sales records to identify patterns in wins and losses.
- Fill in the key sections – Input win rates, reasons for wins/losses, customer segmentation insights, competitive intelligence, and sales process feedback into the slides.
- Highlight trends and recommendations – Use charts and summaries to showcase important findings and propose next steps for product, sales, and marketing teams.
- Present to stakeholders – Share insights with executives, sales leaders, and product teams to align on strategy and drive continuous improvement.
Download your win/loss analysis presentation template
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