About win/loss
Win/Loss analysis in Outdoo AI looks at your closed deals and finds patterns that separate won deals from lost ones. It uses data from your CRM pipeline and your call recordings together, so the insights reflect what actually happened in conversations, not just deal fields.
How win rate is calculated
Win rate = won deals / (won deals + lost deals)
Deals without a clear won or lost outcome are excluded.
Open win/loss insights
Go to Opportunities > Insights. The Win/Loss tab opens by default. The header shows DEALS WON and DEALS LOST, with the total amount, the percentage, and the number of deals for each.
Use the filters at the top of the page to choose the team or team members, the deal board, the date range, and any extra CRM filters. Changing filters here doesn't change the deal board itself.
Explore what drives wins
Below the filters, pick a factor to see how it relates to your win rate. The chart title shows the factor you picked, for example "Calls Vs Deal winrate". Click a point on the chart to see the win rate for that group.
The factors are:
- Contacts: how the number of contacts on a deal affects your win rate.
- Days: how the time a deal takes to close relates to win rate.
- Deal amount: whether deal value correlates with win rate in your pipeline.
- Calls: how the number of calls during the deal cycle affects outcomes.
- Competitor: whether deals where a competitor was mentioned close differently from deals with no competitor mentions.
- Tracker: whether deals where a specific tracker was mentioned (a methodology keyword, a pricing objection, a product term) close at higher or lower rates. Pick a tracker to see its chart.
- Emails: how the number of emails on a deal relates to win rate.
- Contact role: whether engaging contacts in certain roles changes outcomes.
- Interactivity score, Talk to listen ratio, and Question rate: how conversation habits on the deal's calls relate to win rate.
Review closed deals
Scroll down to All Closed Deals to see the individual deals behind the numbers. Use Sort by to order them by Close Date or Create Date, and click a deal to open its details.
Things to know about the data
Some deals are left out of the analysis to improve accuracy, for example deals with invalid email addresses, unprocessed call data, missing creation dates, or other data quality issues.
Hope this article was helpful. For any queries, please write to support@outdoo.ai