From octave
Analyzes won and lost sales deals for patterns, insights, competitor intelligence, and recommendations using event and finding queries. Useful for win/loss reviews, deal trends, and deep dives.
npx claudepluginhub octavehq/lfgtm --plugin octaveThis skill uses the workspace's default tool permissions.
Analyze your won and lost deals to understand what's working, why you're losing, and how to improve win rates. Surface patterns, competitor intelligence, and actionable recommendations.
Generates self-contained HTML win/loss analysis reports with CSS-based charts, progress indicators, comparison bars, and metric cards from Octave deal data for reviews and retrospectives.
Structures qualitative + quantitative win/loss insights with data models, tags, quotes, analytics dashboards, templates, and action tracking for sales/product teams.
Reads lost deals and churned accounts from CRM, clusters reasons by themes (missing features, pricing, competitors, UX), and generates prioritized weekly analysis with product improvement recommendations for roadmaps.
Share bugs, ideas, or general feedback.
Analyze your won and lost deals to understand what's working, why you're losing, and how to improve win rates. Surface patterns, competitor intelligence, and actionable recommendations.
/octave:wins-losses [--status won|lost|both] [--period <time-range>]
--status <status> - Focus on won, lost, or both (default: both)--period <range> - Time range (month, quarter, year, custom)--competitor <name> - Filter by competitor involvement--segment <name> - Filter by segment--min-amount <amount> - Minimum deal size--company <domain> - Analyze specific deal/octave:wins-losses # Overview of recent wins/losses
/octave:wins-losses --status lost --period quarter # Lost deals this quarter
/octave:wins-losses --competitor "Salesforce" # Deals involving Salesforce
/octave:wins-losses --segment "Enterprise" # Enterprise deals analysis
/octave:wins-losses --company acme.com # Deep dive on Acme deal
When the user runs /octave:wins-losses:
If no options provided, show overview:
What would you like to analyze?
1. Full Win/Loss Report - Compare wins and losses
2. Win Analysis - What's working, why we win
3. Loss Analysis - Why we're losing, patterns
4. Competitor Analysis - Win/loss by competitor
5. Deal Deep Dive - Analyze specific deal
Your choice:
For Overview:
# Get won deals
list_events({
eventTypes: ["DEAL_WON"],
dateRange: { start: "<period start>", end: "<today>" },
limit: 50
})
# Get lost deals
list_events({
eventTypes: ["DEAL_LOST"],
dateRange: { start: "<period start>", end: "<today>" },
limit: 50
})
# Get findings from won deals
list_findings({
opportunityStatus: ["WON"],
extractionTypes: [
"CALL_EXTERNAL_OBJECTIONS",
"CALL_INTERNAL_VALUE_PROP_PRESENTATIONS",
"CALL_INTERNAL_PROOF_POINTS",
"CALL_EXTERNAL_COMPETITORS_TO_OUR_OFFERING"
],
dateRange: { start: "<period start>", end: "<today>" },
limit: 100
})
# Get findings from lost deals
list_findings({
opportunityStatus: ["LOST"],
extractionTypes: [
"CALL_EXTERNAL_OBJECTIONS",
"CALL_INTERNAL_VALUE_PROP_PRESENTATIONS",
"CALL_EXTERNAL_COMPETITORS_TO_OUR_OFFERING"
],
dateRange: { start: "<period start>", end: "<today>" },
limit: 100
})
For Competitor Analysis:
list_findings({
extractionTypes: ["CALL_EXTERNAL_COMPETITORS_TO_OUR_OFFERING", "EMAIL_COMPETITOR_MENTION"],
dateRange: { start: "<period start>", end: "<today>" },
entityMatches: {
competitorOIds: ["<competitor_oId>"]
}
})
For Deal Deep Dive:
list_events({
eventTypes: ["DEAL_WON", "DEAL_LOST", "CALL", "EMAIL"],
companyDomains: ["<domain>"]
})
list_findings({
companyDomains: ["<domain>"]
})
get_event_detail({
eventOId: "<event_oId>",
includeTranscript: true
})
Aggregate findings across won/lost deals:
list_findings({
eventTypes: ["DEAL_WON", "DEAL_LOST"],
dateRange: { start: "<period start>", end: "<today>" }
})
See full-win-loss-report.md for the full win/loss report template.
See loss-analysis.md for the loss analysis template.
See deal-deep-dive.md for the deal deep dive template.
Based on analysis, offer actionable next steps:
Based on this analysis, I recommend:
IMMEDIATE ACTIONS
-----------------
1. Create Competitor A TCO battlecard section
→ /octave:pmm battlecard --competitor "Competitor A" --focus pricing
2. Update discovery checklist with budget qualification
→ /octave:library update pb_xxx --add "Budget qualification by meeting 2"
3. Review current pipeline for similar patterns
→ /octave:research --for pipeline-review
STRATEGIC RECOMMENDATIONS
-------------------------
1. Consider pricing/packaging review for competitive segment
2. Create "pilot program" offer for price-sensitive deals
3. Develop CFO-specific value story
Would you like me to execute any of these?
list_events - Filter by DEAL_WON, DEAL_LOSTlist_findings - Get findings from won/lost dealsget_event_detail - Get detailed event info with transcript/contentget_entity - Get competitor, persona detailsget_playbook - Get playbook for recommendationssearch_knowledge_base - Find related contentupdate_entity - Apply recommendations to libraryNo Deals Found:
No won/lost deals found for this period.
This could mean:
- CRM integration isn't syncing deal outcomes
- Date range has no closed deals
- Filters are too restrictive
Check your Octave CRM integration settings, or expand the date range.
Missing Deal Data:
Deal found but limited conversation data.
For better analysis, ensure:
- Calls are being recorded and synced
- Emails are connected
- Findings extraction is enabled
/octave:insights - Broader findings across all events/octave:analyzer - Deep dive on specific conversations/octave:battlecard - Competitive battlecards from win/loss data/octave:research - Research for current pipeline deals/octave:icp-refine - Refine ICP definitions from deal patterns/octave:enablement - Turn win/loss learnings into training materials