Playbook · PT15M

How to Find Where You're Losing Deals in Your Pipeline

TL;DR

Losing deals feels random until you make it visible. Track where leads go stale by grade and stage, why deals are lost (price, competitor, no response), and which rep and source the ₹ leaks from — then fix the biggest leak first. Leadkaun turns 'we're losing deals' into a ranked, rupee-valued list.

01Why this matters

The bet behind the playbook.

Most managers know their pipeline is leaking but can't point to where. Is it slow first response? Follow-up drop-off at the proposal stage? One rep? One junk source? Without the breakdown you coach on vibes and the leak continues. Naming the leak in rupees, by rep and by stage, is the first step to closing it.

02What you need first

Gather these before you start.

  • Leads graded and moving through pipeline stages
  • Won/lost outcomes logged with a reason
  • A weekly review slot
03The steps

Run it in order.

  1. 01

    See ₹ at risk, not just lead counts

    The Missed Opportunity Engine puts a rupee value on every stale lead, so 'leaking pipeline' becomes a number you can rank and act on instead of a feeling.

  2. 02

    Break the leak down by rep, source and stage

    Loss Analysis splits the ₹-at-risk pool by rep, by source, and by industry — so you can tell whether it's a rep-discipline problem, a source-quality problem, or a cadence-design problem.

  3. 03

    Log why deals are lost

    Capture a loss reason on every lost deal — price too high, went to competitor, no budget, no response, requirement changed, wrong fit. Patterns emerge within a couple of weeks.

  4. 04

    Find the stage where deals stall

    The pipeline flags how long leads sit in each stage; a pile-up at one stage — often proposal or negotiation — is your real bottleneck.

  5. 05

    Fix the biggest leak first

    If it's slow first response, tighten the SLA; if it's proposal drop-off, add a follow-up cadence; if it's a junk source, cut it. One fix at a time, each measured against ₹ at risk.

  6. 06

    Review the number weekly

    Bring ₹ at risk and the top loss reasons to your Monday review and watch the leak shrink, instead of rediscovering it at quarter-end.

04Mistakes to avoid

Where teams usually slip.

  • Treating loss as random — it clusters by stage, rep and source once you look
  • Not logging loss reasons — no reasons means no patterns to fix
  • Trying to fix everything at once — rank by ₹ at risk and fix the biggest leak first
  • Measuring activity instead of where the rupees actually leak
05FAQ

Questions teams ask mid-rollout.

See it in Leadkaun

This is the product behind the page.

Every lead graded A–F, a live Priority Queue per rep, and the ₹ at risk surfaced in real rupees — set up the same day.

From playbook to automation

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