Opportunity Win Loss Analysis

What is a Win Loss Sales Analysis Report? Win Loss reports are considered essential sales performance analysis tools and are often used by sales executives and sales team members to track the number and percent of Opportunities they land. Some of the key functionality in this type of report is that it pulls data from the company's CRM system and uses advanced filters and groupings to provide an easy to read sales performance report. Each sales person is listed in the rows with a grand total at the bottom. If you expand a row (not visible in the screenshot below) each opportunity for the given time period will show on a separate row. The columns display statistics for Wins, Losses and Open opportunities, as well as the total number of opportunities per person. The two charts at the bottom of the report show Wins and Losses in percent and as actual metrics. You find an example of this type of report below.

Purpose of Win Loss Analysis Reports Companies and organizations use Win Loss Analysis Reports to keep a keen eye on their ability to close sales opportunities, both as an organization and for each sales person. When used as part of good business practices in a sales department, a company can improve its win ratio and thus increase sales revenues as well as reduce the chances that poor performance goes undetected. 

Who Uses This Type of Report? The typical users of this type of report are: Sales managers, sales team members. Other Reports Often Used in Conjunction with Win Loss Analysis Reports Progressive sales Departments sometimes use several different Win Loss Analysis Reports, along with pipeline funnel reports, marketing and sales KPI reports, opportunity dashboards, sales forecasts and other management and control tools.

Where Does the Data for Analysis Originate From? The Actual (historical transactions) data typically comes from CRM and enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics 365 (CRM), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite, Salesforce, Hubspot and others. In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional xFP&A solutions.

This Solver report template connects directly to your ERP data via the Solver Data Warehouse, enabling near real-time analysis with minimal setup. Designed for QuickStart deployment, it can be activated rapidly so your team can focus on analysis and decisions — not data preparation.

What is the Opportunity Win Loss Analysis in Solver? The Opportunity Win Loss Analysis is a pre-built xFP&A report template in Solver that delivers key financial and operational metrics in a single, easy-to-use interface, eliminating the need for manual data work or custom report development.

Who uses this Solver report template? CFOs, FP&A managers, and controllers use this report template to support month-end close, variance analysis, and management reporting. It is designed to be self-service and require no custom development.

Where does the data come from? Data is sourced automatically from your ERP system through the Solver Data Warehouse, which integrates with platforms such as Microsoft Dynamics 365 Business Central, Dynamics 365 Finance, Acumatica, Sage Intacct, and other leading ERP solutions. Once connected, the template updates in near real-time with no manual data entry required.

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