Closed Deal Analysis

Every Closed Deal Makes Your Next Deal Stronger

AI-powered analysis of won and lost deals creates a self-learning system that continuously improves your sales strategy

The Hidden Value in Closed Deals

Most organizations fail to extract meaningful insights from their closed deals, missing critical patterns that could transform future performance

Lost Knowledge

Valuable insights from wins and losses are trapped in emails, call recordings, and notes. They are never surfaced or shared across the team.

Repeated Mistakes

Teams lose deals for the same reasons repeatedly because there's no structured way to identify and address recurring issues.

Surface-Level Analysis

Traditional win/loss reviews rely on subjective opinions and miss the deeper patterns hidden in deal interactions and behaviors.

No Strategic Evolution

Without systematic learning from past deals, sales strategies remain static while competitors and markets evolve.

AI-Powered Deal Intelligence System

Optivian analyzes every interaction across all your closed deals to uncover the true drivers of wins and losses

Deep Deal Analysis

AI examines every email, note, call transcript, and interaction to understand what really happened in each deal.

  • Sentiment analysis across all touchpoints
  • Stakeholder engagement patterns
  • Critical moment identification

Root Cause Discovery

Uncover the real reasons behind wins and losses, beyond surface-level explanations and subjective opinions.

  • Competitive displacement factors
  • Decision criteria misalignment
  • Process breakdown points

Pattern Recognition

Identify recurring themes across multiple deals to understand systematic strengths and weaknesses.

  • Win pattern identification
  • Common loss triggers
  • Deal velocity indicators

Strategic Insights

Transform analysis into actionable improvements for messaging, process, and competitive positioning.

  • Messaging optimization recommendations
  • Process improvement opportunities
  • Competitive strategy adjustments

Continuous Learning

Every new closed deal enriches the system's intelligence, making future deal strategies increasingly effective.

  • Strategy refinement with each deal
  • Predictive accuracy improvement
  • Best practice evolution

Applied Intelligence

Insights automatically inform strategies for active deals, maximizing strengths and minimizing weaknesses.

  • Real-time strategy recommendations
  • Risk mitigation strategies
  • Win probability optimization

Insights That Transform Performance

Discover the critical intelligence hidden in your closed deals

Win Drivers Analysis

Understand what truly drives successful outcomes in your deals. Our AI identifies the specific actions, messages, and strategies that correlate with wins.

Discover:

  • Most effective ways to demonstrate value
  • Optimal engagement techniques
  • Winning stakeholder strategies

Apply to:

  • Active deal strategies
  • Sales playbook updates
  • Team training priorities
Loss Factor Analysis

Identify the real reasons deals are lost and the early warning signals that predict them. Turn losses into learning opportunities that prevent future failures.

Uncover:

  • Common objection patterns
  • Competitive vulnerabilities
  • Process bottlenecks

Prevent:

  • Recurring loss patterns
  • Deal stagnation
  • Competitive displacement
Coaching Opportunities

AI identifies systematic gaps in sales execution and provides targeted coaching recommendations to improve deal outcomes and prevent repeated losses.

Identify:

  • Deal execution breakdowns and missed opportunities
  • Systematic gaps in discovery and stakeholder engagement
  • Process adherence issues that impact win rates
  • Technical and product alignment failures

Improve:

  • Targeted coaching recommendations for specific skill gaps
  • Process improvements for discovery and documentation
  • Multi-threading strategies and stakeholder engagement tactics
  • Technical discovery and product positioning guidance