About win-loss-dataset
A skill for designing and operating structured win/loss programs. It helps teams connect interview evidence with deal data, analyze decision drivers, and track resulting actions.
Key features
- 01Deal metadata and outcome schema
- 02Qualitative driver categories
- 03Quote and evidence fields
- 04Driver and revenue dashboards
- 05Insight action tracking
Use cases
- 01Standardizing win/loss interview records
- 02Comparing interview findings with CRM metrics
- 03Sharing anonymized findings across teams
Install
Copy the command and run it in a terminal.
$
npx skills add https:/ / github.com/ gtmagents/ gtm-agents --skill win-loss-datasetAfter installing, type/win-loss-datasetin Claude Code to confirm it loaded.
Details
From the project READMEWin/Loss Dataset Skill
When to Use
- Running structured win/loss programs.
- Aligning qualitative interviews with CRM metrics.
- Sharing insights across product, sales, pricing, and marketing teams.
Framework
- Data Model – deal metadata (segment, region, product, stage), outcome, competitor, primary driver, secondary driver, confidence.
- Qualitative Tags – categories for pricing, product gaps, implementation, support, brand, relationships.
- Quotes & Evidence – key quotes, call clips, doc references with consent + access controls.
- Analytics Layer – dashboards for driver frequency, trendlines, influence on win rate, revenue impact.
- Action Tracking – link insights to backlog items, status, owner, and due date.
Templates
- Interview note template with pre-defined tags + drop-downs.
- Dataset schema (CSV/Sheet/BI) with validated fields.
- Dashboard layout for driver trends + revenue impact.
Tips
- Keep raw qualitative notes but publish sanitized, anonymized snippets for broader sharing.
- Standardize driver taxonomy every quarter to avoid drift.
- Pair with
run-win-loss-programcommand for automatic dataset updates.
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