Rizer reads your entire lead and deal history, then shows you what's happening, why it's happening, what to fix, and which leads and deals to go back to. Every chart drills to the underlying records. Every dimension toggles in one click.
Four reports that break execution patterns across every dimension — by rep, by issue, by time period. Drill from any pattern to the individual leads, deals, and contacts underneath.
Losses broken down by execution issue and by owner. See which issues cost the most revenue and which reps carry which patterns. Switch dimensions: issue, competitor, owner, any segmentation.
Execution issue trends over time — by month, quarter, or year. Are the problems getting better or worse? Seasonal patterns, or the impact of process changes.
Losses by stated lost-reason and by owner. Switch between attribution, outcome drivers, company segmentations, deal metrics, contact segmentation, and commercial context.
Wins, losses, win rate, and loss rate trends by owner and by time. The baseline health check for your sales org — track performance over time across every dimension.
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 — the $50K consulting engagement, automated.
Losses by reason analyzed against competitor, ICP tier, deal size, product. See which competitors win in Tier 1 accounts specifically. Understand whether pricing is a company-wide issue or concentrated in one segment.
Loss reason trends over time. Are product gaps growing or shrinking? Is competitive pressure increasing in specific segments? Trajectory, not just the snapshot.
AI analyzes all losses and generates a categorized list of specific recommendations. Organized by Solution, Buying Process, Competitors, Nurturing, and Setup. Not "improve your process" — specific, actionable findings.
Groups losses by micro-reason, ranks them by impact, and assigns each fix to the responsible department — product, sales, marketing, pricing, leadership. Your strategic roadmap, generated automatically.
Two reports (a third on the way) that identify disqualified leads and recyclable deals, organize them by timing and reason, and run targeted re-engagement workflows automatically.
Disqualified leads and recyclable deals organized into time-to-callback buckets — "ready now" to "warming up." Segmented by loss reason so your reps and SDRs know not just who to call, but why the timing is right. Filter by leads, deals, or both.
Track actual results — leads and deals won back after recycling, by loss reason and by time. See which types of losses have the highest recovery rate and where your recycling effort is paying off.
Rizer builds re-engagement workflows automatically, segmented by loss reason. Price objection gets different content than feature gap. Timing block gets a different cadence than competitive loss. Not generic "just checking in" — specific plays for specific patterns.
Every report respects the same controls. Toggle dimensions, swap filters, drill down — without ever leaving the flow of your analysis.
Connect your HubSpot and your Intelligence dashboard is ready in under 10 minutes. No setup required.