Free Sales Win/Loss Analysis Template

Published: July 10, 2026
Sales Win Loss Analysis Template dashboard showing win rate, won and lost revenue, sales reps, lead sources, and loss reasons.
This Sales Win Loss Analysis Template helps you understand why deals are won or lost and where your sales process can improve. You can track win rates, revenue impact, sales performance, and the most common reasons behind lost opportunities. The template includes a dashboard with win rate by sales rep, won and lost revenue, lead sources, deal segments, and loss reasons. It also includes a data sheet where you can manage opportunities, deal values, outcomes, owners, and sales details. You can customize the template to match your sales process and reporting needs. It works in both Excel and Google Sheets, and instructions are included to help you get started.
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