Build custom reports

Using streamlined global templates, platform users can easily create self-service reports and dashboards on the win-loss data they’ve collected. These reports feature live, filterable data and are Excel-ready.

Timely insights

Instead of waiting for a program report at the end of the quarter, custom reports deliver relevant insights into the hands of those who can act on them in an efficient, timely manner. This saves precious time and specificity, and it enables key stakeholders to use win-loss insights to affect change immediately.

Actionable data

Frequent, specific reports make your win-loss data more digestible and actionable. So instead of spending your time searching through large chunks of data, you can take specific actions that will drive the biggest impact on your company’s objectives.

Automated delivery

Custom reports can be shared with an automatic email push at a specified cadence, which allows you to consistently distribute important information. Executives and other stakeholders can keep a constant pulse on why they’re winning and losing without having to spend valuable time searching for the information.

Collaborate with experienced program managers

The Clozd program manager who conducts your interviews will also be available to consult on program design, help interpret the findings, lead quarterly program reviews, and more. This combination of win-loss expertise and robust reporting capabilities empowers users to uncover and share hidden revenue opportunities.

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Clozd helps us understand, with confidence, why we win and lose deals."

Amelie Sutsakhan

  | Senior Product Marketing Manager at LaunchDarkly

Every review from Clozd that I read teaches me new ways to improve our sales process.

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  | Head of Market Intelligence at AppFolio

Depth of knowledge we could never achieve on our own."

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  |  VP of Product Marketing