Read-only: Commercial VP's book. Nothing you do here can change it.
Won & Lost
Back to your dealsReview settled deals, the reasons they ended, and the outcomes you recorded.
How this page works
- Closing a deal moves it here with a fixed reason and your short account of what happened.
- Deals are never deleted, so this remains the complete record of wins and losses.
- Duplicates name the surviving deal and count as neither won nor lost.
Deals you closed won, and what they were worth. The amount is the final number you entered when you closed each one; or the quote, if you left it as it was.
Won
1 $62,185
Deals you closed lost, and what you were chasing on them. Losing is a result, not a failure to record; a book with no losses in it can't tell you anything about the wins.
- Every one carries a reason and your account of what happened. That's what fills in Why you lost below.
- A deal you disqualified honestly belongs here too, under Not a fit.
Lost
2 $124,370
Of the deals you've settled, the share you won. Counted in deals, not dollars: 1 of 3.
- Deals still in your pipeline aren't in this number at all; only closed ones count, so adding a deal never moves it.
- Deals closed as duplicates aren't in it either; a duplicate settled nothing, so tidying up your book never moves your win rate either way.
- It only changes when you win or lose something. There is nothing to edit here.
Win rate
33%
What a win is worth, on average. Your won value divided by the number of wins; the number to plan a year with, because it's the only one on the site made entirely of deals that actually closed.
- Compare it with the deals in your pipeline: this is the size that lands.
- Your quota and the coverage against it are on the Forecast.
Average won deal
$62,185
Why Deals End
Why You Won 1 deal, by reason
Your closed won deals, grouped by the reason you picked for each one. The reason is a fixed list precisely so it can be added up like this; the sentence you typed beside it is in the table below.
- Read the top row first: it's the thing that decides most of your deals.
| Reason | Deals | Share | Value |
|---|---|---|---|
| Timing; they needed it now | 1 | 100% | $62,185 |
Why You Lost 2 deals, by reason
Your closed lost deals, grouped by the reason you picked for each one. The reason is a fixed list precisely so it can be added up like this; the sentence you typed beside it is in the table below.
- Read the top row first: it's the thing that decides most of your deals.
| Reason | Deals | Share | Value |
|---|---|---|---|
| Not a fit; disqualified | 1 | 50% | $63,294 |
| Bad timing / deprioritised | 1 | 50% | $61,076 |
Closed Deals
Each row is the rep's settled record.
Won newest first
| Deal | Outcome | Reason | What happened | Closed | Amount |
|---|---|---|---|---|---|
| Atlas Systems Compliance reporting at Atlas Systems | Won | Timing; they needed it now | A new reporting deadline created an immediate need and the customer signed this quarter. Commercial VP's final agreement was recorded for the public demonstration. | 2026-02-22 | $62,185 |
| Won total 1 deal | $62,185 | ||||
Lost newest first
| Deal | Outcome | Reason | What happened | Closed | Amount |
|---|---|---|---|---|---|
| Northstar Labs Completed outcome at Summit Retail | Lost | Bad timing / deprioritised | The security program was deferred until the customer completes its infrastructure migration. Commercial VP's final agreement was recorded for the public demonstration. | 2026-07-21 | $61,076 |
| Harbor Health Retail planning at Harbor Health | Lost | Not a fit; disqualified | The discovery confirmed that the initiative was outside the product's intended use case. Commercial VP's final agreement was recorded for the public demonstration. | 2026-05-23 | $63,294 |
| Lost total 2 deals | $124,370 | ||||