Post-deal sales review template

Our post-deal review template helps your sales team reflect on recently closed deals, understand what worked, and identify areas for improvement.

By reviewing each deal’s process from start to finish, you’ll refine your strategy and keep driving success.

What’s in the template?

This template provides a structured approach to reviewing your deals, covering:

Company overview: Capture key details about the company, including business model, industry, and goals.
Opportunity summary: Review essential deal information, such as contract value, duration, and total amount closed.
Decision process: Analyze the length of the sales cycle, the key decision-makers, and the pain points your solution addressed.

It also includes sections to evaluate your strategy, challenges faced, and key lessons learned, ensuring you can continuously improve.

To make the most of your post-deal review template, follow these steps:

Fill in the details: After closing a deal, input information about the company and the specifics of the contract.
Assess the sales process: Review the decision-making journey, identifying what pain points were solved and how long the sales cycle took.
Evaluate your strategy: Reflect on what worked well, the challenges you faced, and how they were overcome.
Learn and improve: Use the insights from the deal to adjust your approach in future opportunities and keep growing your sales success.