Customer Win-Loss Review Template

Performance review template for evaluating customer win-loss outcomes, stakeholder influence, competitor positioning, and follow-up adjustments to improve future deal execution.

Win-Loss Goal Review

• Win-Loss Goals Review
  Document the goals tied to customer wins, losses, and deal execution outcomes.

Core Win-Loss Competencies

No items.

Development Plan

• Observed Strengths
  List observable strengths with examples from customer deals and follow-up execution.
• Priority Improvement Areas
  Identify the highest-impact behaviors to improve in the next review period.
• Next-Cycle Development Plan
  Define actions, support, and success criteria for the next cycle.

Overall Summary

• Overall Performance Summary
  Summarize the employee's overall performance using specific behaviors and deal outcomes.
• Employee Comments
  Employee response to the review and any context for win-loss outcomes.
• Employee Signature
• Manager Signature