--- title: "How to build closed-lost & win-loss analysis with Claude & Rig" description: "Pull the full context around every deal from CRM, support, product and finance, so you can see what actually slowed deals down and what moved win rate. A step-by-step guide to building it yourself on your own data with Claude and Rig." canonical: "https://rig.so/apps/closed-lost-analysis" format: markdown --- [All apps](https://rig.so/apps) GTMAppDashboard # Closed-lost & win-loss analysis See why deals really die, not just what the rep typed Pull the full context around every deal from CRM, support, product and finance, so you can see what actually slowed deals down and what moved win rate. Runs on![Salesforce logo](https://img.logo.dev/salesforce.com?token=pk_AdkTbLWDS1iunmvTK2qm1g&size=44&format=png&retina=true)![HubSpot logo](https://img.logo.dev/hubspot.com?token=pk_AdkTbLWDS1iunmvTK2qm1g&size=44&format=png&retina=true)![Zendesk logo](https://img.logo.dev/zendesk.com?token=pk_AdkTbLWDS1iunmvTK2qm1g&size=44&format=png&retina=true)![Stripe logo](https://img.logo.dev/stripe.com?token=pk_AdkTbLWDS1iunmvTK2qm1g&size=44&format=png&retina=true) [Build this on your data](https://app.rig.so/signup)[Book a demo](https://rig.so/book-demo) Lost deals · re-analysed Acme · £40kRep: Price→No champion Globex · £22kRep: Timing→Status-quo Hooli · £31kRep: Feature→Budget cut Pattern: 6 of 10 "price" losses were really champion gaps ## The problem The closed-lost reason a rep types into the CRM is rarely the real one. The signal that explains a lost deal sits across support tickets, product usage, finance and call notes, and nobody has time to stitch it together for every deal. ## Built from Rig's building blocks Rig is not a fixed template. It is a set of building blocks, and this app is one way to assemble them. Take what you need, then shape the workflow around your own pain. Sync Salesforce, Zendesk and Stripe into Rig Context layer joins each deal to its support, usage and revenue history A workflow re-scores every closed-lost deal against the real signals Ask-anything in Claude, plus a shared win/loss dashboard ## How to build it 1. 1 ### Connect your deal data Point Rig at your CRM and the systems that hold the rest of the story, support, billing and product usage. Rig syncs them into one governed layer, no pipeline to build. 2. 2 ### Model what a deal is In the context layer, join opportunities to their accounts, tickets, invoices and usage so Claude reasons over the full deal, not just the CRM record. 3. 3 ### Score every lost deal Build a workflow that classifies each closed-lost deal against the real blockers (price, timing, champion, product gap) and writes the reason back. 4. 4 ### Make it self-serve Publish a win/loss dashboard and let reps ask 'why did we lose Acme?' in Claude. Tune the blockers to your own sales motion, it is your workflow, not a fixed template. ## The outcome Leaders see what actually moves win rate and coach from the full picture, instead of the two words a rep had time to type. [Build your own version](https://app.rig.so/signup) ## More GTM apps [Enriching accountsAccounts enriched200 / 200Acme CorpEnterprise · ICP 92%GlobexMid-market · ICP 64%InitechEnterprise · ICP 88%58 owners + 200 segments filledWorkflowCRM enrichment & gap-fillFill the CRM fields reps never completeA row-by-row workflow that enriches every account and contact from your internal data and the web, so the CRM fields your reporting depends on are actually populated.![Salesforce logo](https://img.logo.dev/salesforce.com?token=pk_AdkTbLWDS1iunmvTK2qm1g&size=36&format=png&retina=true)![HubSpot logo](https://img.logo.dev/hubspot.com?token=pk_AdkTbLWDS1iunmvTK2qm1g&size=36&format=png&retina=true)![Attio logo](https://img.logo.dev/attio.com?token=pk_AdkTbLWDS1iunmvTK2qm1g&size=36&format=png&retina=true)How to build](https://rig.so/apps/crm-enrichment)[Call analysisCalls analysed1,248Acme · discoveryBudget freezeGlobex · demoChampion wonInitech · QBRPricingTop blocker this week: budget freeze · 34 dealsWorkflowCall analysis at scale (PULL)Turn every sales & CS call into structured CRM signalClassify every call against your qualification framework, then draft the CRM update automatically, so the full picture lands in the CRM without a rep typing it up.![Granola logo](https://img.logo.dev/granola.ai?token=pk_AdkTbLWDS1iunmvTK2qm1g&size=36&format=png&retina=true)![Gong logo](https://img.logo.dev/gong.io?token=pk_AdkTbLWDS1iunmvTK2qm1g&size=36&format=png&retina=true)![Attio logo](https://img.logo.dev/attio.com?token=pk_AdkTbLWDS1iunmvTK2qm1g&size=36&format=png&retina=true)100s of calls / weekHow to build](https://rig.so/apps/call-analysis-pull)[Pipeline sweepOpen opps checked342Acme · £40kClose date slippedGlobex · £22kNo next stepInitech · £65kStage 94d18 fixes drafted, sent to reps for approvalWorkflowPipeline hygieneCatch stale deals, slipped dates and empty fields before the forecast callA scheduled workflow that sweeps every open opportunity for stale stages, past-due close dates and missing next steps, then drafts the fix for each rep to approve.![Salesforce logo](https://img.logo.dev/salesforce.com?token=pk_AdkTbLWDS1iunmvTK2qm1g&size=36&format=png&retina=true)![HubSpot logo](https://img.logo.dev/hubspot.com?token=pk_AdkTbLWDS1iunmvTK2qm1g&size=36&format=png&retina=true)![Attio logo](https://img.logo.dev/attio.com?token=pk_AdkTbLWDS1iunmvTK2qm1g&size=36&format=png&retina=true)How to build](https://rig.so/apps/pipeline-hygiene) --- - [This page as HTML](https://rig.so/apps/closed-lost-analysis) - [Site map for language models](https://rig.so/llms.txt) - [API and agent documentation](https://rig.so/developers)