Sales Analysis
Win rate slips four points and everyone has an explanation before anyone has evidence: pricing, the market, a competitor, the new hires. This skill settles that argument from the record. It reads deal state, behaviours, decisions and outcomes through your Goals & Objectives, ICP, Persona, Sales Process, Qualification, Methodology and Forecasting memories, then says where the sales motion is losing deals and how confident the evidence makes it. Sales leadership and RevOps validate the causal read before anything changes, behavioural patterns go to Sales Coaching, and agreed fixes become owner-approved versions of the memory at fault, measured by the quarter that follows.
Sales
Sales Analysis
Win-Loss Analysis
Sales Coaching
Goals & Objectives
ICP
Persona
Sales Process
Forecasting
Diagnosis for the whole sales motion
A standing review and a falling number make the same demand: a cause the team can act on before the quarter spends itself.
01 | The Current Way
02 | AI Added On
03 | AI-Native
The monthly sales review asks why conversion moved
Report building as detective work
RevOps stitches CRM, call and pipeline data into a report, and the room spends the hour debating what it means. The motion moved weeks ago.
Fast answers about the surface
Dashboard queries speed up the what. The why stays out of reach: stage data records what deals did, never the calls that made them do it.
Diagnosis ready when the review starts
Leaders open the review on a stated cause, the evidence for it and the confidence, judged against the goals the team set, and turn to fixes.
Deals start taking three weeks longer to close
A suspect per function
Each function has a suspect: pricing blames discounting, sales blames lead quality. The investigation waits for somebody's spare week.
A correlation for every theory
Correlation mining can back any suspect, because activity data never recorded which decisions were taken or which logic the deals ran on.
A cause, a confidence and a proposed fix
Managers see where the delay enters, what drives it and how strong the evidence is, and validate the read before anything ships.
Capabilities that run this skill
Sales
Sales Coaching
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An advantage competitors cannot buy back: years of success and failure, codified.
By reading decisions as well as numbers. The sales motion's state, behaviours and outcomes are analysed together against your goals, sales process, qualification standard and methodology, so a move in conversion, cycle length or win rate traces to what caused it, with the confidence stated.
By comparing what the process says with what deals did. When deals that skipped a discovery standard stall two stages later, the pattern surfaces, evidence attached, and the proposed change goes to sales leadership, who own the sales process, as a testable new version.
They work at different altitudes. Deal Assessment judges one deal, Win-Loss Analysis studies closed deals, and this skill covers the motion itself: stage conversion, cycle length, win rates, stalls. Prospecting and Customer Analysis guard their motions; Forecast Assessment owns each deal's category.
In the memory that owns the fault. A discovery pattern becomes a Sales Process or Qualification change for sales leadership, a behavioural one reaches Sales Coaching via the manager, forecast drift goes to the Forecasting memory. Each fix goes out versioned, so the next quarter can measure it.
The people accountable for it. The skill proposes causes, shows the evidence and states its confidence; RevOps and the sales leaders who own the logic validate the interpretation before anything changes. A rejected explanation stays on the trace and counts against the reasoning that produced it.