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Sales CRM Closed Lost Reasons Analysis

This notebook provides step-by-step instructions for analyzing sales CRM closed-lost reasons data to identify key patterns and insights into why deals are won or lost. Each cell contains both markdown instructions and AI prompts to guide the analysis process.

Created by:

Simon

3,025 runs

Sales analysisSales data

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Sales CRM Closed Lost Reasons Analysis template preview

Overview

What You'll Get

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Ready-to-use Template

Pre-built workflow that you can use immediately or customize to your needs.

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AI-Powered Analysis

Leverage advanced AI to analyze your data and generate insights automatically.

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Step-by-Step Guidance

24 guided steps to complete your analysis.

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Free to get started

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Template Steps

1
Markdown
AI Sales Data Analysis Notebook: CRM Closed Lost Reasons

This notebook provides step-by-step instructions for analyzing sales CRM closed-lost reasons data to identify key patterns and insights. Each cell contains both markdown instructions and AI prompts to guide the analysis process.

Note: If your dataset uses different column names, make sure to update the prompts accordingly to ensure the most accurate results. For instance, Step 2 analyzes the "Primary Closed Reason" column—if your column names differ, modify the prompts to match your data structure.
2
Markdown
1. Initial Data Exploration

In this first step, we'll load the CSV file and perform an initial exploration to understand the data structure, column names, and basic statistics.
3
Attachment
Upload a file.
4
AI Prompt
Please analyze the uploaded CSV file containing closed-lost reasons data. Start by loading the file and showing the first few rows of data. Then, provide a summary of the columns, data types, and basic statistics. Finally, check for any missing values in the dataset.
5
Markdown
2. Primary Closed Reasons Analysis

Now that we understand the data structure, let's analyze the primary closed reasons to identify the most common reasons why deals are lost.

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Template details

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Quick setup

Ready to use, no configuration

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AI-powered workflow

Automated analysis and insights

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Fully customizable

Adapt to your specific needs

Documentation

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Frequently Asked Questions

How do I use this template?

Click "Get Started Free" to create your account or sign in. Once you're in, you can run this template immediately with your own data by uploading your files. The template will guide you through each step of the analysis process.

Is this template really free?

Yes! This template is completely free to use. Julius AI offers free access to all templates with no credit card required. You can start using it immediately and upgrade only if you need additional features or higher usage limits.

Can I customize this template?

Absolutely! Once you start using the template, you can modify any step, add new steps, or adjust it to fit your specific needs. Templates are designed to be flexible starting points that you can adapt to your workflow.

What data formats are supported?

Julius AI supports a wide range of data formats including CSV, Excel (XLSX, XLS), JSON, and more. You can also paste data directly or connect to various data sources. The template will help you work with your data regardless of format.

What files do I need for this template?

This template requires you to upload files as part of the workflow. You'll be prompted to upload the necessary files at the appropriate step. Make sure your files are in a supported format (CSV, Excel, etc.) for the best results.

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