1---2name: win-loss-dataset3description: Structure for capturing qualitative + quantitative win/loss insights with consistent tagging.4---5
6# Win/Loss Dataset Skill
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8## When to Use
9- Running structured win/loss programs.
10- Aligning qualitative interviews with CRM metrics.
11- Sharing insights across product, sales, pricing, and marketing teams.
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13## Framework
141. **Data Model** – deal metadata (segment, region, product, stage), outcome, competitor, primary driver, secondary driver, confidence.
152. **Qualitative Tags** – categories for pricing, product gaps, implementation, support, brand, relationships.
163. **Quotes & Evidence** – key quotes, call clips, doc references with consent + access controls.
174. **Analytics Layer** – dashboards for driver frequency, trendlines, influence on win rate, revenue impact.
185. **Action Tracking** – link insights to backlog items, status, owner, and due date.
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20## Templates
21- Interview note template with pre-defined tags + drop-downs.
22- Dataset schema (CSV/Sheet/BI) with validated fields.
23- Dashboard layout for driver trends + revenue impact.
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25## Tips
26- Keep raw qualitative notes but publish sanitized, anonymized snippets for broader sharing.
27- Standardize driver taxonomy every quarter to avoid drift.
28- Pair with `run-win-loss-program` command for automatic dataset updates.
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