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.
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.
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.
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.
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.
AI-powered interview summaries are automatically created in near real time once the interview is conducted. This increases speed of insight delivery and improves data sharing by standardizing output across feedback channels.
Clozd makes it easy for you to share impactful win-loss insights with cross-functional stakeholders and drive revenue-lifting strategies.
Once your reports and dashboards are ready, our system automates the process of sharing those insights throughout your organization—through Slack, Teams, your CRM, or email. Another key feature is your ability to export your data via API to tools like Tableau or Domo.
I love the Slack integration. We have a Slack group dedicated to win-loss. As the interviews are added to the platform, they come through Slack and email in real time. And then those in that program can link directly to the full interviews from Slack and also access the dashboard in Clozd which shows our win rate, the top wins and losses, the top reasons we're winning and losing, and all the interviews that were recently posted.”
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Explore how win-loss analysis can help your business win more.
Explore how churn analysis can help your business win more.