Win/Loss Review Worksheet
Use this worksheet to systematically review why deals are won or lost. Complete this form in management meetings or coaching sessions, then aggregate patterns across multiple reviews to identify coaching needs and process improvements.
Deal Date:
Customer Type:
Purchase Timing:
Where did this lead originate?
What vehicle was the customer interested in?
Make/Model:
Year/Trim:
Price Range:
Did we have this vehicle in stock? Yes No Similar only
How did pricing influence this deal?
Did trade-in considerations affect this deal?
Did financing affect this deal?
Was a competitor involved?
Competitor(s) mentioned:
How well did we follow up?
Number of contacts:
Salesperson Name:
Specific observations about this interaction:
What was the single biggest factor that determined the outcome?
What other factors contributed to this outcome? (Select all that apply)
What specific coaching should this salesperson receive?
Target Completion Date:
What change to dealership process should we make to avoid this outcome in the future?
Specific action:
Owner & Target Date:
Continue exploring
View the win/loss worksheet resource or browse all resources.