About win/loss
Win/Loss analysis in Outdoo 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. At least 100 closed deals within the selected time range are required before the analysis runs. Below that threshold, the sample is too small to draw reliable conclusions.
Accessing win/loss insights
Go to Insights > Opportunities > Win/Loss. Insights are calculated for your current deal board and its filters — team, timeframe, and CRM data. You can adjust filters at the top of the page without changing the underlying deal board.
Click any metric tab to explore a specific factor. Click a graph point to see the individual deals behind it. Scroll down for a breakdown of the top won and lost deals.
To share or export: use Download for a CSV or Share to send a link to stakeholders.
The seven metrics
Number of contacts
How having one contact versus multiple contacts affects your win rate. Deals where no active prospect is identified are excluded.
Power in deal
Whether engaging a Director, VP, or C-level contact changes outcomes. Deals where Outdoo cannot identify titles for at least 75% of participants are excluded from this metric.
Deal duration
The relationship between time-to-close and win rate. Helps identify whether your average sales cycle length is working for or against you. Deals with no activity are excluded.
Deal size
Whether deal value correlates with win rate in your pipeline. All deals meeting the general qualification criteria are included.
Number of calls
How call frequency throughout the deal cycle affects outcomes. Deals without calls or without an active prospect are excluded.
Competitor mentions
Whether deals where a specific competitor was mentioned close differently from deals with no competitor mentions. Outdoo compares deals by top competitors, all competitors combined, or no competitors.
Tracker impact
Whether deals where specific tracked phrases appeared — a methodology keyword, a pricing objection, a product term — close at higher or lower rates. Each tracked phrase gets its own column.
Things to know about the data
Some deals are excluded from the analysis to improve accuracy: deals with invalid email addresses, unprocessed call data, missing creation dates, or other data quality issues. You can download a full CSV of all deals matching your board filters, including excluded deals and the reasons for exclusion, using the Export option.
Win/Loss inherits filters from the deal board it originates from, but you can adjust filters independently within the analysis view without changing the board.
If you need help, contact us at support@outdoo.ai.