Generate an executive-level win/loss dashboard for the QBR. Use CRM, calls, and engagement data to create an org-wide view.
Include:
– Win rates by segment, deal size, and competitor
– Systemic loss reasons: recurring themes across deals and teams
– Comparative benchmarks: how current win rates stack against previous quarters or industry averages
– Strategic recommendations: actions leaders can take to address systemic weaknesses and reinforce strengths
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