iiRecord
Agentic AI Atlas · Customer Win/Loss Analysis
workflow:customer-win-loss-analysisa5c.ai
II.
Workflow JSON

workflow:customer-win-loss-analysis

Structured · live

Customer Win/Loss Analysis json

Inspect the normalized record payload exactly as the atlas UI reads it.

File · workflows/workflows/workflows-customer-relations.yamlCluster · workflows
Record JSON
{
  "id": "workflow:customer-win-loss-analysis",
  "_kind": "Workflow",
  "_file": "workflows/workflows/workflows-customer-relations.yaml",
  "_cluster": "workflows",
  "attributes": {
    "displayName": "Customer Win/Loss Analysis",
    "workflowKind": "governance",
    "triggerType": "scheduled",
    "typicalCadence": "monthly",
    "complexity": "cross-team",
    "description": "Analyzes closed-won and closed-lost deals to extract actionable\nintelligence — conducting structured interviews with buyers,\ncategorizing win/loss reasons by theme (product, pricing, competition,\ntiming, relationship), identifying competitive patterns and emerging\nthreats, correlating outcomes with deal attributes like size, segment,\nand sales motion, and feeding insights back to product, marketing,\nand sales enablement. Produces win/loss trend reports and competitive\nintelligence briefs. Excludes individual deal retrospectives and CRM\ndata entry.\n"
  },
  "outgoingEdges": [
    {
      "from": "workflow:customer-win-loss-analysis",
      "to": "role:planner",
      "kind": "involves_role",
      "attributes": {}
    },
    {
      "from": "workflow:customer-win-loss-analysis",
      "to": "role:data-scientist",
      "kind": "involves_role",
      "attributes": {}
    },
    {
      "from": "workflow:customer-win-loss-analysis",
      "to": "role:explorer",
      "kind": "involves_role",
      "attributes": {}
    },
    {
      "from": "workflow:customer-win-loss-analysis",
      "to": "skill-area:python-data-pipelines",
      "kind": "requires_skill_area",
      "attributes": {}
    },
    {
      "from": "workflow:customer-win-loss-analysis",
      "to": "domain:customer-relations",
      "kind": "applies_to_domain",
      "attributes": {}
    },
    {
      "from": "workflow:customer-win-loss-analysis",
      "to": "domain:sales",
      "kind": "applies_to_domain",
      "attributes": {}
    },
    {
      "from": "workflow:customer-win-loss-analysis",
      "to": "domain:strategy",
      "kind": "applies_to_domain",
      "attributes": {}
    },
    {
      "from": "workflow:customer-win-loss-analysis",
      "to": "responsibility:data-quality-monitoring",
      "kind": "triggers_responsibility",
      "attributes": {}
    },
    {
      "from": "workflow:customer-win-loss-analysis",
      "to": "responsibility:review-architecture-changes",
      "kind": "triggers_responsibility",
      "attributes": {}
    },
    {
      "from": "workflow:customer-win-loss-analysis",
      "to": "org-unit:sales-team",
      "kind": "performed_by_org_unit",
      "attributes": {}
    },
    {
      "from": "workflow:customer-win-loss-analysis",
      "to": "org-unit:marketing-team",
      "kind": "performed_by_org_unit",
      "attributes": {}
    },
    {
      "from": "workflow:customer-win-loss-analysis",
      "to": "org-unit:strategy-team",
      "kind": "performed_by_org_unit",
      "attributes": {}
    }
  ],
  "incomingEdges": []
}