Pipedrive Win Rate Trend Analyzer

AI-powered monthly win rate trend analysis — overall trend, segment shifts, stage conversion funnel, deal size sweet spot, and source effectiveness with strategic recommendations.

Analyzes Pipedrive closed deals monthly to compute win rate trends across 5 dimensions. Segments by deal size, industry, and lead source. Identifies stage-specific bottlenecks and optimal deal sizes. Compares 90-day periods for trend direction (IMPROVING/STABLE/DECLINING). Generates strategic recommendations. Notion monthly report + Slack executive summary. 25-node n8n workflow with monthly scheduler. BQS 12/12 certified.

triggerSchedule01FetcherPipedrive API02Assembler5 Dimensions03AnalystWin Rate Score04FormatterBrief + DigestNotionWin Rate BriefSlackTrend Digest

Four Agents. Monthly Win Rate Intelligence. Strategic Recommendations.

The Fetcher

Step 1 — The Fetcher

Code-only

Retrieves deal-level outcome data from Pipedrive API for the current and prior months — won/lost status, deal value, pipeline stage history, segment tags, source attribution, and close dates. Pulls historical win/loss records for trend and funnel analysis.

The Assembler

Step 2 — The Assembler

Code-only

Computes 5 win rate dimensions: overall trend (monthly win rate with MoM delta), segment shifts (win rate by deal segment/vertical), stage conversion funnel (stage-to-stage conversion rates), deal size sweet spot (win rate by deal value bracket), and source effectiveness (win rate by lead source). Flags statistically significant shifts.

The Analyst

Step 3 — The Analyst

Tier 2 Classification

Analyzes win rate patterns for strategic insights: which segments are trending up or down, where the funnel leaks most, which deal sizes convert best, and which sources deliver highest win rates. Generates strategic recommendations with evidence and confidence levels.

The Formatter

Step 4 — The Formatter

Tier 3 Creative

Generates a Notion monthly win rate intelligence report with trend charts, segment breakdowns, funnel analysis, and strategic recommendations, plus a Slack digest with top 3 win rate actions.

What It Does NOT Do

×

Does not modify deals in Pipedrive — read-only analysis of closed deal outcomes

×

Does not predict future win rates — it identifies historical trends and patterns for strategic decisions

×

Does not replace sales coaching — it provides data-driven win rate intelligence for human review

×

Does not analyze open/active deals — use Deal Intelligence Agent (#3) for live deal analysis

×

Does not track individual rep performance — use Sales Rep Performance Coach (#35) for rep-level metrics

The Complete Customer Success Bundle

6 files. Main workflow + scheduler + prompts + docs.

pipedrive_win_rate_trend_analyzer_v1_0_0.json — Main workflow (25 nodes)
pipedrive_win_rate_trend_analyzer_scheduler_v1_0_0.json — Scheduler workflow (3 nodes)
README.md — 10-minute setup guide
docs/TDD.md — Technical Design Document
system_prompts/analyst_system_prompt.md — Analyst prompt (win rate analysis)
system_prompts/formatter_system_prompt.md — Formatter prompt (Notion + Slack)

Tested. Measured. Documented.

Monthly win rate trend analysis with segment breakdowns, stage conversion funnel, deal size sweet spot, and source effectiveness delivered via Notion and Slack.

Pipedrive Win Rate Trend Analyzer v1.0.0──────────────────────────────────────────Nodes:        25 main + 3 scheduler (28 total)Agents:       4 (Fetcher, Assembler, Analyst, Formatter)LLM Calls:    2 per run (Analyst + Formatter)Model:        Sonnet 4.6 (SINGLE-MODEL)Trigger:      Schedule (monthly 1st 9:00 UTC) + WebhookPattern:      BATCH (monthly win rate analysis)Tool A:       Pipedrive (pipedriveApi) — deal outcomes, stages, segments, sourcesTool B:       Notion (httpHeaderAuth) — monthly win rate intelligence reportTool C:       Slack (httpHeaderAuth) — digest with top 3 strategic actionsITP:          8/8 records, 14/14 milestonesBQS:          12/12 PASSCost:         $0.03–$0.10 per run

What You'll Need

Platform

n8n 2.7.5+

Est. Monthly API Cost

Monthly cost ~$0.03-0.10/run

Credentials Required

  • ▪Anthropic API
  • ▪Pipedrive (API token, pipedriveApi)
  • ▪Slack (Bot Token, httpHeaderAuth Bearer)
  • ▪Notion (httpHeaderAuth Bearer)

Services

  • ▪Pipedrive CRM with closed deal history
  • ▪Anthropic API key
  • ▪Notion workspace
  • ▪Slack workspace (Bot Token with chat:write)

Setup Track

Quick Start

~15 min

All credentials live, n8n running

Full Setup

1–2 hrs

Needs API config + tables

From Scratch

2–4 hrs

No n8n, no credentials

Pipedrive Win Rate Trend Analyzer v1.0.0

$249

one-time purchase

What you get:

  • ✓Production-ready n8n workflow (25 nodes + 3-node scheduler)
  • ✓5-dimension win rate analysis (overall trend, segment shifts, stage conversion funnel, deal size sweet spot, source effectiveness)
  • ✓Monthly win rate trend with MoM delta and statistical significance flags
  • ✓Segment-level win rate breakdown with trending up/down indicators
  • ✓Stage-to-stage conversion funnel with leak identification
  • ✓Deal size bracket analysis showing optimal value ranges
  • ✓Lead source effectiveness ranking by win rate
  • ✓Notion monthly intelligence report with trends, segments, and recommendations
  • ✓Slack digest with top 3 strategic win rate actions
  • ✓Configurable: pipeline selection, segment tags, lookback period, significance thresholds
  • ✓Full technical documentation and system prompts

Frequently Asked Questions

What are the 5 win rate dimensions?+

Overall trend tracks monthly win rate with month-over-month delta. Segment shifts show win rate by deal segment or vertical. Stage conversion funnel measures stage-to-stage drop-off. Deal size sweet spot maps win rate by value bracket. Source effectiveness ranks lead sources by conversion rate.

How far back does the analysis look?+

By default, the Fetcher retrieves the current and prior month of closed deals. The lookback period is configurable in the scheduler payload. Longer lookback periods provide better trend detection but increase API calls.

Does it work with multiple Pipedrive pipelines?+

Yes. You can configure which pipeline(s) to analyze in the scheduler payload. The Assembler processes deals from all configured pipelines and segments results accordingly.

Is there a refund policy?+

All sales are final after download. Review the Blueprint Dependency Matrix and prerequisites before purchase. Questions? Contact support@forgeworkflows.com before buying. Full terms at forgeworkflows.com/legal.

Read the full guide →

Related Blueprints

Pipedrive Lost Reason Trend Analyzer

AI-powered monthly loss reason trend analysis — top reasons by deal value, trending patterns, stage-of-loss concentration, segment divergence, and actionable interventions.

$199

Deal Intelligence Agent

Stop reviewing CRM updates. Let AI flag what matters.

$199

Quarterly Business Review Generator

AI-generated QBRs from your Pipedrive data.

$299