This page is your global dashboard about your win-loss analysis programs. You can analyze the data on one or several following usecases:
New business (collect feedback when a new deal is won or lost)
Satisfaction (collect feedback from existing customer to evaluate their satisfaction, what would make them churn or renew and identify "ambassadors" and "at risk customers")
Churn & Renewal (collect feedback when a customer is renewed or churned and help you understand how to do better)
These filters will give you a clearer view of where you stand in relation to each aspect of your business, helping you make more informed decisions. Whether you’re tracking your win rate, client satisfaction or monitoring renewals, this feature helps you to take quick, data-driven actions based on real-time insights.
You will find 4 sections in this Dashboard :
Top decision drivers
Win rate & Renew rate
Latest received feedback
Latest quotes
Through this page, the Admin are also able to:
Request feedback and go to the "All deals" page where you will be able to request feedback
Filter by usecase and/or by any CRM fields (you can also save your views)
How is your Dashboard organized?
Here's a breakdown of each section and how it can help you drive your win-loss programs.
Top Decision Driver
This section sums up your most important winning and losing decision drivers. This is the full value of Diffly: giving your why you win and why you lose deals.
The decision drivers are based on feedback we collected from your customers and prospects:
Winning decision drivers: drivers that makes you win deals.. They help identify what your team is doing right, so that you can replicate success.
Losing decision drivers: drivers that makes you lose deals, providing you with actionable insight about what you can improve.
We give you:
Number of deals that have been influenced by this decision drivers and the sum of their amounts.
The level of influence: internal proprietary calculation taking into account the level of influence and the level of occurence. It tells you at which point this decision drivers impacts your winning deals.
You can also dig deeper by clicking on this decision driver and get access to all the verbatim associated with it.
See example here
See example here
You can also dig deeper by clicking on "View all decision drivers"
More information about Decision Drivers in this article.
Win Rate / Renew Rate
Thanks to this section, you can analyse your global and specific win rates, track performance over time, identify opportunities for improvement and analyze competitors' performance.
As soon as you observe a drop, you can launch a specific win-loss analysis program to understand why you got this drop.
This section provides a snapshot of your team's success across all deals. It includes:
Total deals: overall number of deals processed in the selected time frame
Deals won and lost: A breakdown of the number of won deals versus lost deals
Deal amounts: The total value of your deals—won and lost—during the period
Win rate evolution: A graphical representation showing how your win rate has changed over time. You can adjust the view by month, quarter, or year
You can also dig deeper by clicking on "Go to winrate page" to access more details
More information about “Win & Renew rate” page in this article.
Latest Received Feedback
This section gives you a the most recent feedback we collected from your customers, prospects and internal teams. 3 kind of feedback could be collected :
Buyer interview : in-depth qualitative interviews led by your Program Manager
Buyer survey : quantitative surveys filled by your buyer
Internal survey : quantitative surveys filled by your internal team (Sales rep and/or CSM, other stakeholders)
For an overview of a particular feedback we collected, click on it so that you can get access to a quick summary. For full details, get access to the deal page
Visual example
Visual example
You can also dig deeper by clicking on "View all feedback" to get access to all the feedback we collected
More information about “Deal Feedback” page in this article.
Latest Quotes
This section gives you the latest verbatim directly collected from feedback we received. These verbatim provide you with immediate and valuable insight about the voice of your buyers
For an overview of a particular feedback we collected, click on it so that you can get access to a quick summary. For full details, get access to the deal page.
You can also dig deeper by clicking on "View all feedback" to get access to all the feedback we collected