Lost deal reasons
“show the hubspot deals export for deals lost before close, grouped by stage before lost, loss reason, and deal owner, with the amount lost”
show the HubSpot deals export for deals lost before close, grouped by stage before lost, loss reason, and deal owner, with the amount lost
What the agent built
1 step, each one an ordinary Mammoth step you can open and change.
- FileHubSpot deals exportCSV export · 18 rows
- StepGroup lost dealsStep 1
- ResultLost Deal Breakdown17 rows
- ScheduleRuns when you sayProposed
Checked on the sample files: every step ran, 17 rows came out.
- Download HubSpot deals export sample (18 rows)HubSpot: Sales > Deals > Export view
What you get back
The result of that run, the rows to look at first.
| Stage before lost | Loss reason | Deal owner | Amount lost |
|---|---|---|---|
| Decision maker bought-in | Chose a competitor | Maya Chen | 18,500 |
| Qualified to buy | No budget | Jordan Lee | 7,200 |
| Presentation scheduled | Price too high | Ava Patel | 14,600 |
| Decision maker bought-in | Price too high | Priya Nair | 23,100 |
| Qualified to buy | Went quiet | Diego Santos | 21,000 |
| Qualified to buy | Chose a competitor | Ava Patel | 5,300 |
| Decision maker bought-in | No budget | Omar Reyes | 20,100 |
| Presentation scheduled | No budget | Sofia Martin | 15,900 |
| Decision maker bought-in | Went quiet | Omar Reyes | 9,900 |
| Presentation scheduled | Chose a competitor | Maya Chen | 12,800 |
| Qualified to buy | No budget | Lena Fischer | 6,400 |
| Presentation scheduled | Chose a competitor | Sofia Martin | 15,400 |
How do you analyze closed lost deals by reason, stage, rep, and value lost?
Export your deals from HubSpot and use the deals file. Filter to deals lost before close, then group by the stage they were in when lost, the loss reason, and the deal owner. Keep the lost amount with each group so you can see where value was lost.
How it works
How to use the Lost Deal Breakdown workflow
- 1Get early accessWe invite people in small batches, job by job. You'll land on this workflow, already built and checked on the sample files.
- 2Swap in your exportsUpload your own files as they come out of your tools. The agent checks the workflow on your rows.
- 3Change it in words, then turn it onSay what to change and see the new result before anything saves. Then choose when it runs.
Lost Deal Breakdown: questions
What export should you use?
What happens to rows that do not match?
How do you change the rules in words?
Get early access to this workflow
It will open already built and checked on the sample files. Swap in your own exports and see your result.
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