Closed-lost opportunity dashboard for regional re-engagement outreach
Build a workflow that gives sales/ops leadership a clear view of closed-lost deals in a specific region, and surfaces the key contacts behind them so reps can watch for job moves and re-engage. Create two steps: A data API step that queries your CRM (I used Salesforce) for closed-lost opportunities in the target country over the last few years, along with each opportunity's associated contact roles. For each deal, resolve a single "key contact" — prefer the primary contact role, fall back to any available contact. Aggregate this into: summary stats (total lost value, deal count, unique contacts, contact coverage), a year-by-year breakdown of lost count/value, the full list of opportunities, and a ranked list of key contacts with the deals tied to each. Expose this as a read-only JSON endpoint. This step should only read from the CRM — never write back. A dashboard step that renders a browser-based page consuming that JSON endpoint client-side (so the page loads instantly and fetches data separately). Show headline stats, a clickable bar chart of lost value by year, a filterable/searchable table of opportunities, and ranked contact cards showing title, account, role, deal history, lost value, email, and a link to search for that person on LinkedIn (or your preferred professional network) to spot job changes. Trigger both via HTTP GET routes — the dashboard is the page a person opens in a browser; the data endpoint is an internal API it calls. Keep both restricted to your internal team/space rather than public. Connect the data step to your CRM's REST API via a read-only connector/credential so no write access is possible. Tools used: Salesforce REST API, Salesforce connector
What this prompt builds
A dashboard workflow that surfaces closed-lost Salesforce opportunities by region, identifies key contact champions, enriches each with LinkedIn links and loss context, and generates personalized Vidyard scripts for re-engagement outreach. Sales teams get a filterable view of lost deals aggregated by year and region, with a checkbox to track completed follow-ups. Eliminates manual CRM hunting and dramatically accelerates the process of reviving stalled pipeline.
The problem
Sales teams lack a centralized way to surface closed-lost opportunities by region, identify the champions behind each deal, understand why deals were lost, and prepare personalized re-engagement messages that tie lost context to current value propositions. Without this view, BDRs spend hours manually hunting through CRM records, piecing together contact details, loss reasons, timing, and geography, then drafting outreach scripts from scratch for each opportunity. The workflow aggregates closed-lost Salesforce deals in a target region over multiple years, resolves the key contact (champion) for each opportunity, enriches records with LinkedIn links and loss metadata, and auto-generates a contextual Vidyard script that connects the past loss to current 3B messaging. Reps get a filterable dashboard showing summary stats, year-by-year breakdowns, ranked contact cards with deal history and lost value, and a simple checkbox to mark completed outreach — dramatically reducing time per opportunity and making closed-lost revival systematic rather than ad hoc.
Solution and impact
The workflow delivers a single dashboard that centralizes all closed-lost intelligence, auto-drafts personalized re-engagement messages, and provides regional and temporal segmentation so sales teams can systematically work through lost pipeline. Reps save significant time per opportunity by eliminating manual CRM searches, contact resolution, and script writing, while leadership gains visibility into lost deal patterns and re-engagement coverage. The checkbox tracking and ranked contact view ensure no champion falls through the cracks, turning closed-lost follow-up from a time sink into a scalable, repeatable motion.