Win-Loss Intelligence
Know why the team wins, where deals stall, and what to coach next.
Core account events is converting best, Chris Patel is the peer benchmark, and $7.8M in stalled or lost value now has a coaching move instead of becoming invisible leakage.
Outcomes tracked
17
Conversion
35%
Deposits won
$5.9M
Revenue leak
$7.8M
Coaching focus
Chris Patel
Won6
Stalled9
Lost2
Fee revenue won$66K
Wins
6
Funded or activated outcomes
Stalls
9
Needs manager intervention
Stalled value
$10M
Value not yet lost, not yet won
Source rows
5
Conversion by capture source
Coaching profiles
5
One-on-one agendas ready
CBO View
What Creates Real Production
Sources creating deposits
Core account events: 67% conversion, $5.6M won. Core account events is producing measurable wins.
CRM stage movement: 50% conversion, $258K won. CRM stage movement is producing measurable wins.
Calendar meetings: 0% conversion, $0 won. Calendar meetings needs better mapping before it drives conversion.
Bankers converting activity into balances
Morgan Avery: 43% conversion, $8.2M moved. Use as peer benchmark for similar lead type.
Chris Patel: 50% conversion, $5.6M moved. Use as peer benchmark for similar lead type.
Jordan Lee: 40% conversion, $1.37M moved. Use as peer benchmark for similar lead type.
Taylor Brooks: 0% conversion, $0 moved. Needs manager coaching on next step and targeting.
Product bundles that win
Commercial loan + operating DDA + treasury referral: 50% win rate, $3.4M deposits. Needs manager review for proposal aging and product framing.
Business DDA + ACH + RDC + positive pay: 36% win rate, $2.5M deposits. Needs manager review for proposal aging and product framing.
Operating DDA + money market + merchant services: 0% win rate, $0 deposits. Needs manager review for proposal aging and product framing.
Revenue Leaks and Forecast Moves
Aged proposals without decision call
Manager reviews 7+ day proposals in the huddle and assigns a decision date.
$1.98M
Lost opportunities without clear reason discipline
Require fit/timing/follow-up reason tags before closing lost.
$183K
Opened relationships not yet funded
Tie funding checklist to switch plan and core webhook watch.
$5.6M
Training changes forecast
Move top-source scripts into next week's banker plan.
Coach stalled proposal owners before assigning new prospecting volume.
Have top banker walk through the winning product bundle in Monday huddle.
Use lost reason tags to lower weak-source scoring and raise high-conversion source priority.
Source proof and guardrails
Source
DepositLeads win-loss intelligence model | Demo
Observed
2026-06-14 | refreshed 2026-06-14
Win-loss outcomes are banker workflow and performance intelligence, not credit decisions or customer eligibility rules.
Competitor displacement language uses sourced evidence or safe pattern language; do not say a customer banks with a competitor unless a source proves it.
Email-derived coaching stores metadata, proposal status, and response presence only; full email bodies are not required.
Lost reason tags improve source scoring and coaching, but should not suppress protected-class outreach or create prescreening logic.
CBO views roll up source-labeled events, account-opened attribution, CRM stages, and funding evidence for management reporting.