Win/loss analyser
Shows why deals are won and lost: win rates by source, product, size and stage, with 3–5 plain findings.
How it works
Looks at the deals closed in FlowCRM over a period you pick and works out the win rate overall and by source, product, deal size, industry or region (your custom fields), salesperson and the stage lost deals reached; how long won and lost deals took; the discounts quoted on won and lost deals; and the loss reasons recorded. It sums this up in 3–5 plain findings with suggestions, such as "deals from referrals win twice as often" or "deals stuck in Proposal for over 20 days usually lose". On request it also reads the notes of lost deals to find common themes, with short quotes, and flags open deals that look like the ones you lost. A salesperson sees their own numbers; a sales leader sees the team. The Deal coach uses the findings when it advises on open deals.
Numbers, findings and the at-risk list are free. Finding themes in lost deals' notes uses a few credits.
What it reads
- Closed and open deals you can see in FlowCRM, with their stage history
- Notes and activities of lost deals, only when you ask why deals are lost
- Quotes made with the Quote drafter, for discounts
When it starts
- When you ask for a win/loss analysis
What it can do
- Save the findings so the Deal coach can use them
What it never does
- Change, close or reassign any deal
Safe by design
- One assistant, many agents. Ask the Employee assistant in the app or on WhatsApp; it calls the agents your company has hired that you may use.
- Hired, not switched on. Your admin hires each agent from the catalogue and chooses who can use it.
- Agents propose, people confirm. Anything that changes data, like a leave request, waits for a person to confirm it.
- Same access as the user. An agent sees only what the person asking is allowed to see.
- AI processing in India. Agents run on models hosted in India (AWS Mumbai).
- Budgets and a hard stop. Set a monthly credit limit per agent; agents stop when credits run out.
- Every run recorded. Admins see each run, the credits it used and what it did.
Frequently asked questions
What does the Win/loss analyser do?
Looks at the deals closed in FlowCRM over a period you pick and works out the win rate overall and by source, product, deal size, industry or region (your custom fields), salesperson and the stage lost deals reached; how long won and lost deals took; the discounts quoted on won and lost deals; and the loss reasons recorded. It sums this up in 3–5 plain findings with suggestions, such as "deals from referrals win twice as often" or "deals stuck in Proposal for over 20 days usually lose". On request it also reads the notes of lost deals to find common themes, with short quotes, and flags open deals that look like the ones you lost. A salesperson sees their own numbers; a sales leader sees the team. The Deal coach uses the findings when it advises on open deals.
Can the Win/loss analyser change data on its own?
No. It never does the following: change, close or reassign any deal.
How much does the Win/loss analyser cost?
Numbers, findings and the at-risk list are free. Finding themes in lost deals' notes uses a few credits.. Credits are a paid add-on to any flowwork.ai plan at ₹100 (US$ 1.19) per 1,000 credits, and new companies get 500 free trial credits for 30 days.
Where is the data processed?
Agents run on AI models hosted in India and see only what the person using them is allowed to see. Admins see every run and the credits it used.
Other agents
Tells each salesperson which deals need them, suggests the next step and drafts the follow-up email.
Scores new leads with reasons, spots duplicates and suggests who should own each lead and what to do next.
Turns a deal into a priced quote from your Books catalogue, with GST worked out, for you to check and send.