Use Cases / Workflows
Closed Lost Analysis
Understand why you are losing deals and how to improve.
Examples
Use prompts like these to get started with your analysis.
Search our last 5 recently lost deal and find out why we lost.
Add this to a table that maps the reasons to the amount of revenue lost.
Write a summary of the findings in a shareable email.
Search through the meeting transcripts in our lost deals,
then search our in progress deals for mentions of competitors like {customer x, customer y}.
Pull out the specific quotes into a table with justification based on revenue
![chat insights for product gap identification](https://mintlify.s3-us-west-1.amazonaws.com/dealpage/images/chat-product-gaps.png)
Pre-requisites
None - just ensure Paige has access to the data you want her to review!
How it Works
- Create a chat session or open the chat modal using “cmd + k”.
- Enter your query. Use one of the examples above or create your own!
- Paige will first select Deals based on the criteria in your query. Paige can select deals based on the following criteria:
- Recency
- Deal Size
- Deal Stage
- Customer Description
- Revenue
- Number of employees
- After selecting a set of Deals, Paige will execute a set of queries on each Deal to answer your questions. She will filter by the criteria you specify, for example, looking inside meeting transcripts.
- Paige will then look in your product roadmap to identify delivery dates and add them to the table.
- Paige will then summarize the results in a format according to your query, for example a table.