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Sales Lost Reason

Sales Lost Reason identifies why a deal was lost (pricing, missing feature, competitor, timing, no budget, etc.). It is useful for win/loss analysis and coaching.

  • Dropdown taxonomy + optional text details

Configuration overview

  1. Define a lost-reason taxonomy
  2. Create Custom Field(s)
  3. Enable or create AI Task
  4. Filter to late-stage sales conversations or “lost” tagged interactions (if applicable)
  5. Build dashboards and saved searches

Prompt recommendations

  • Only set a lost reason when the deal is explicitly lost/ended; otherwise return Unknown
  • Provide evidence-based explanation
  • Use allowed labels only

Note: Loss reason is typically detected from conversation language (e.g., "we're going with competitor X"). If you have CRM/deal status metadata available, you may use filters to only analyze conversations associated with lost deals for more accurate extraction.