II.
Workflow JSON
Structured · liveworkflow:customer-win-loss-analysis
Customer Win/Loss Analysis json
Inspect the normalized record payload exactly as the atlas UI reads it.
{
"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": []
}