AI-powered deal and lead loss intelligence for HubSpot
Rizer analyzes your entire deal and lead history and shows you what's happening, why it's happening, what to fix, and which deals and leads to go back to. Full analysis in under 10 minutes.
Sales Execution
Understand how your team sells and where the process breaks down — across deals and leads. Four reports that break execution patterns across every dimension — by rep, by issue, by time period. Drill down from any pattern to the individual deals, leads, and contacts underneath.
Issues Report
Losses broken down by execution issue and by owner. See which issues (messaging, cadence, qualification, closing) cost the most revenue and which reps have which patterns. Switch dimensions: analyze by issue category, competitor, owner, or any segmentation.
Trends Report
Execution issue trends over time — by month, quarter, or year. Track whether the problems are getting better or worse. Identify seasonal patterns or the impact of process changes.
Reasons Report
Losses by lost reason and by owner. Switch between multiple analysis dimensions: attribution, outcome drivers, company segmentations, deal metrics, contact segmentation, and commercial context.
Win-Loss Report
Wins, losses, win rate, and loss rate trends by owner and by time period. The baseline health check for your sales organization — track performance over time across every dimension.
Drill down to every deal and lead
Every report lets you drill from the top-level pattern to the underlying companies, contacts, deals, and leads. See the detailed descriptions of issues and reasons for any data point. Switch analysis dimensions with one click — from issue category to owner to ICP tier to product to deal size. The same data, cut every way your team thinks about the business.
Revenue Engine
Understand why you're losing deals and why leads are being disqualified — strategically. Four reports that go beyond execution to reveal the product, pricing, competitive, and buying process dynamics driving your losses. Includes AI-generated recommendations and a prioritized action plan.
Lost Drivers Report
Losses by reason analyzed against competitor, ICP tier, deal size, product, and more. See which competitors are winning in your Tier 1 accounts specifically. Understand whether pricing is a company-wide issue or concentrated in one segment.
Trends Report
Loss reason trends over time. Track whether product gaps are growing or shrinking. See if competitive pressure is increasing in specific segments. Identify the trajectory, not just the snapshot.
Insights Report KEY
AI analyzes all losses and generates a categorized list of specific recommendations. Organized by: Solution (product, pricing, trust), Buying Process (timing, stakeholders), Competitors, Nurturing, and Setup Fixes. Not "improve your process" — specific, actionable findings.
Actions Report KEY
Groups losses by micro-level reason, ranks them by impact (which ones cost the most), and assigns each fix to the responsible department — product, sales, marketing, pricing, leadership. Your strategic roadmap, generated automatically.
This is what a $50K consulting engagement produces — automated
The Insights and Actions reports don't just show you data. They interpret it. They tell you what to fix, in what order, and who should fix it. Updated automatically as new deals close and new leads are disqualified. The strategic analysis that used to require consultants and weeks of work is now generated in minutes from your actual data.
Recycling
Win back what you've lost. Two reports (and a third coming soon) that identify recyclable deals and disqualified leads, organize them by timing and reason, and run targeted re-engagement workflows automatically.
Callback Report
Recyclable deals and leads organized into time-to-callback buckets — from "ready now" to "warming up." Segmented by loss reason so you know not just who to call, but why the timing is right. Filter by deals, leads, or both.
Winbacks Report
Track actual results — deals and leads won back after recycling, by loss reason and by time period. See which types of losses have the highest recovery rate and where your recycling effort is paying off.
Automated nurturing workflows
Rizer builds re-engagement email workflows automatically, segmented by loss reason. Price objection gets different content than feature gap. Timing block gets a different cadence than competitive loss. Each workflow targets the specific audience with content matched to why they were lost. Not generic "just checking in" — specific plays for specific patterns.
Built for how you actually analyze data
Deals, Leads, or Both
Toggle between analyzing lost deals, disqualified leads, or the combined view across all reports.
Value, Count, or Both
View any report by dollar value lost, by number of deals/leads, or a combined perspective.
Filter by Owner
Slice any report by specific deal or lead owners. See individual rep patterns or team-level aggregates.
Filter by Segmentation
Your HubSpot segmentation variables — ICP tier, region, traffic source, employee count, seniority — available as filters and dimensions across all reports.
Filter by Product
Rizer manages your product list, maps missing features and competitor products to each one. Filter all analysis by product line.
Dimensional Analysis
Switch chart and table dimensions with one click. Analyze the same data by issue category, owner, competitor, ICP tier, deal size, role, or any segmentation.
Auto-Generated Lists
Products, missing features, and competitor products are generated during onboarding and update automatically as new deals are lost. Manually editable anytime.
Full Drill-Down
Every chart and table drills down to the underlying companies, contacts, deals, and leads with detailed descriptions of issues and reasons.
Switched Status Tracking
Track which lost deals involved a switch to a competitor versus other loss reasons. Filter any report by switched status.
See what your data reveals.
Connect your HubSpot and your full Intelligence dashboard is ready in under 10 minutes. No setup required.