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Understand why Capsule CRM deals were won or lost
For sales leaders who want win rates, cycle lengths and loss reasons for a period, with sample sizes stated, from their AI assistant.
On this page
Connector
Connect Capsule CRM, pick your AI tool and paste the prompt.
The problem
Win-loss numbers that are easy to misread
Understanding why deals were won or lost means exporting closed opportunities, working out win rates and cycle lengths, and grouping losses by reason. Mixed currencies and small samples make the numbers easy to misread.
Without PopdockAI
- Export closed opportunities from Capsule CRM
- Work out win rates and days to close by hand
- Group losses by reason in a spreadsheet
- Add up mixed currencies and trust tiny samples
With PopdockAI
- Won and lost milestones are identified, asking if unclear
- Win rates by count and value, per currency
- Days to close, results per owner and lost reasons
- Small samples are noted, and it only reads
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Review every opportunity closed between `{from-date}` and `{to-date}` (default: the last 90 days up to today), for `{owner-name}` or everyone when blank, and explain what was won, what was lost and why.
**Step 1: Identify the closing milestones**
Call `capsule-crm-get-milestone` with complete = true. Treat the milestone with probability 100 (usually named Won) as won and the one with probability 0 (usually Lost) as lost. If the names or probabilities do not make this clear, list them and ask.
**Step 2: Pull closed deals**
Call `capsule-crm-get-opportunity` with closed-on-date.from = {from-date}, closed-on-date.to = {to-date}, owner-name = {owner-name} when given, and max-records = 500.
**Step 3: Analyse**
* Won and lost: count and total value, per currency.
* Win rate by count and by value.
* Average days from created-date to closed-on-date, separately for won and lost.
* Per owner: won count, lost count, win rate, won value.
* Lost reasons: count and value per lost-reason-name. Call `capsule-crm-get-lost-reason` to list any reason with zero losses, and count lost deals with no reason recorded.
**Step 4: Report**
1. Headline: period, deals closed, win rate, won value.
2. Owner table.
3. Lost reasons table, largest value first, with the no-reason count on its own line.
4. The five largest wins and the five largest losses: name, party, owner, value, closed date, and for losses the reason.
5. Up to three observations the numbers support, such as a reason driving most losses or lost deals closing much faster than won ones.
**Rules & Guidelines:**
* This prompt is read-only. Do not call `capsule-crm-add-note`, `capsule-crm-update-note`, `capsule-crm-add-task`, `capsule-crm-update-task`, `capsule-crm-add-opportunity`, `capsule-crm-update-opportunity`, `capsule-crm-add-case`, `capsule-crm-update-case`, `capsule-crm-add-party` or `capsule-crm-update-party`.
* Do not total across currencies.
* State the sample size next to any rate; a rate from fewer than five deals is not a trend, so say so.
**Validation:**
* If no deals closed in the range, say so and state the range and owner filter used.
* If the read returns exactly max-records rows, say the figures are incomplete.Who it's for
One answer, three teams that use it
Sales directors
Bring evidence to the pipeline review
Get win rates, cycle lengths and lost reasons ready for the quarterly review.
Run a win-loss review for Capsule CRM deals closed between July and September.
Sales managers
Coach reps on why deals slip
See results per owner and the reasons behind their losses.
How did Sam Patel's deals close in Capsule CRM this half year, and why were the losses lost?
Revenue operations
Fix missing loss reasons
Find deals closed with no lost reason so the data improves.
Show win-loss for last quarter in Capsule CRM, including how many lost deals have no reason.
How it works
What PopdockAI does when you ask
You give a date range and your AI assistant analyses every deal closed in Capsule CRM. It never totals across currencies and states when a rate rests on few deals.
01
Ask
You give a date range, and optionally an owner.
02
Identify
It finds the won and lost milestones, asking if unclear.
03
Analyze
It works out win rates, days to close, owners and lost reasons.
04
Report
You get tables, top wins and losses, and a few observations.
What PopdockAI provides
The tools behind the answer
Ready made tools for Capsule CRM and one secure connection to your AI tool. No code, no exports.
capsule-crm-get-milestone
capsule-crm-get-opportunity
capsule-crm-get-lost-reason
This report is built from Get data tools only. PopdockAI applies the row, field and parameter rules your admin sets, and every query is written to the audit trail.
The outcome
Know why deals are won and lost
Related use cases
More ways to put this data to work
One prompt template with infinite possibilities.
Your AI assistant adapts its approach, tone, and capabilities to match each unique context while you maintain a single, manageable workflow.
Join forward-thinking companies that are transforming their operations with intelligent, secure AI automation.

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