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§ Product · Win/Loss

Every closed deal, diagnosed. Every quarter, on record.

The Win/Loss module reads each deal’s Gong calls, writes one structured diagnosis of why it was won or lost, and accumulates the results into a corpus your executive summary is built from. Deals are analyzed once, never twice.

§ 01 · How it works

From a date range to a diagnosed corpus in one run.

Pick Won, Lost, or Both and a window. Discera pulls that window’s Gong calls, groups them into deals by your CRM’s closed-won and closed-lost stages, and diagnoses every deal it hasn’t seen before. You watch progress live, then land on the executive summary.

  • Primary driverThe single factor that most decided the outcome.
  • Root causesThe contributing factors underneath it.
  • Sales executionHow the deal was run, scored from the calls themselves.
  • PreventabilityWhether the loss was avoidable, and where.
  • EvidenceThe prospect quotes the diagnosis rests on — verified verbatim against the transcript — tied to the calls they came from.

One structured pass per deal. Not a summary of summaries, and not a chat answer that vanishes when the tab closes.

§ 02 · The corpus

Analyzed once. Useful forever.

A deal is never analyzed twice. When a run overlaps deals already in your workspace, they’re skipped — no LLM work, no quota spent — and the run report tells you exactly how many were new versus already on record.

That changes what win/loss costs. A traditional program re-samples every quarter. Discera’s marginal cost each quarter is only the deals that actually closed in it. The corpus compounds; the spend doesn’t.

Need to refresh a deal after new calls happened on it? Open it in the Deal explorer, choose Remove and re-analyze later, and the next covering run diagnoses it fresh.

§ 03 · Three views

Executive summary, Deal explorer, New analysis.

  • Executive summary

    A board-ready briefing synthesized across every deal in the corpus: a headline, the numbers anchoring it, the dominant patterns, a primary-drivers chart, and recommended plays. It refreshes automatically after each run, and regenerates anytime without spending call quota.

  • Deal explorer

    The full corpus as a filterable table — by outcome, primary driver, industry, or preventability, searchable by company. Click any row for the deal's complete diagnosis and its supporting quotes.

  • New analysis

    The run builder, with a history of recent runs and what each one added.

§ 04 · What it needs

Two connections, five minutes.

  1. 01

    Gong

    Supplies the call transcripts, through a read-only API key over Gong's standard retrieval endpoints — no Gong credits consumed, no Gong seat required.

  2. 02

    Deal outcomes

    Come from your CRM. Discera needs a reliable way to tell won from lost — either a configured won/lost outcome mapping, or HubSpot's own closed-won / closed-lost flags read directly. It never guesses the outcome from words in the transcript. Without one of those, a run can't classify deals, and the module asks you to set outcomes up first.

  3. 03

    On Salesforce?

    Tell us — deal-stage support is prioritized by demand: hello@discera.ai.

§ 05 · Plans and quota

What it costs to run.

Win/Loss is a Growth and Scale feature (and included in Pilot and Custom workspaces). Each run spends monthly call quota only on the calls behind genuinely new deals; skipped deals and executive-summary refreshes cost nothing.

A typical first run — last quarter, Both outcomes, the default 500-call cap — usually covers 20 to 60 closed deals, enough for the top three loss drivers to separate from noise.

§ 06 · Where it fits

The layer above the recorder, below the interview.

Gong records your calls and answers questions about them. It doesn’t keep a per-deal diagnosis corpus, score preventability, or write a cross-deal briefing that compounds quarter over quarter.

Interview programs capture buyer perception after the fact, on a sampled subset of deals, at real annual cost. Discera reads what actually happened in 100% of your closed deals, from calls you already have. If you run interviews, the Deal explorer tells you which deals deserve one.

§ Common questions

Frequently asked.

Which plans include Win/Loss?

Growth, Scale, Pilot, and Custom. On other plans — including the free trial — the module doesn't appear in the sidebar; upgrade from Settings.

Does it consume Gong credits?

No. Discera retrieves transcripts through Gong's standard, non-credit-metered endpoints and runs all analysis on its own infrastructure. It spends Discera call quota, not Gong credits.

Does re-running a window analyze deals twice?

No. Every deal is diagnosed once; runs over overlapping windows skip deals already in the corpus, with no quota spent on them.

What if a deal changed after it was analyzed?

Open it in the Deal explorer and choose Remove and re-analyze later. The next run covering its window diagnoses it fresh.

How does Discera know a deal's outcome?

From a configured won/lost outcome mapping, or from HubSpot's closed-won / closed-lost flags read directly — never inferred from words in the transcript. Salesforce stage support is prioritized by demand: hello@discera.ai.

How many deals make the executive summary reliable?

The top loss drivers usually separate from noise around 20 to 40 diagnosed deals — and because the corpus accumulates, reliability grows every quarter at no extra cost for deals already on record.

§ Run it on last quarter

Run it on last quarter.

Pick Both, pick last quarter, press run. Most first executive summaries are ready before the next stand-up.

Growth and Scale feature · Included in Pilot and Custom · Analyzes every deal once