Win/Loss Pro

Win/Loss Pro is the closed-deal review page for Pro customers. It shows won and lost deals, the primary reason for each deal, and the deal fields needed for a team review.

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Filter the deal list

Use the filters at the top of the page to narrow the deals you want to review. Filters can include owners, teams, pipelines, and other deal fields available in your workspace.

Use the Won and Lost toggle to switch between closed-won and closed-lost deals. The table updates when you switch between Won and Lost.

Use the timeframe control to review all deals or focus on a recent period such as the last month, quarter, six months, or year.

Read the chart and table

The chart summarizes the currently selected deals. Use it to spot the reasons in the selected deals before you review individual rows.

The table shows each matching deal with its amount, close date, owner, headline, and primary reason. Sort the table by clicking a column header.

Adjust the columns

Use the column picker to show, hide, or reorder table columns. This is useful when different review meetings need different fields.

Search and export

Use search to find a deal, owner, pipeline, headline, or reason inside the current view.

Use export when you need the current table in CSV format for a meeting, spreadsheet, or offline review.

Open a deal

Click a deal row to open the deal page in Data Parrot. Use this when the table gives you the summary and you need the full deal context.

When to use Win/Loss Pro

Use Win/Loss Pro for a direct review of closed deals and primary win/loss reasons. If your page shows signal tabs, signal counts, Main driver, Influenced, and a deal table for each signal, use Win/Loss Max instead.

FAQ

Can I export closed won or closed lost deals?

Yes. Use the Won or Lost toggle and filters to choose the closed deals you want, then export the current table to CSV.

When should I use Win/Loss Pro instead of Win/Loss Max?

Use Win/Loss Pro when you need a direct table of closed deals, primary win/loss reasons, filters, search, export, and deal links. Use Win/Loss Max when you need signal tabs, signal counts, Main driver, Influenced, and a deal table for each signal.