topic Re: Closing Ratio Report in Dashboards & Reporting

Closing Ratio Report

tristan10 — Fri, 29 Dec 2023 09:15:01 GMT

Hey, I'm trying to create a report for the individual closing ratio of our salespeople as a line chart from 0-100%.
I found this post in this regard but it isn't working for me. I get percentages in the thousands.

Re: Closing Ratio Report

SNigam — Sat, 30 Dec 2023 04:30:00 GMT

Hello @tristan10 ,

In this particular case I would suggest to use Goal feature of hubspot and then create goal report that will be good.

Thank you

Shubham Nigam

IndianHubSpotExpert

Re: Closing Ratio Report

tristan10 — Wed, 03 Jan 2024 11:43:22 GMT

Hi, thanks for the reply. I don't want to set goals, I just want to compare how many of our deals were won and how many were lost on the individual level of our salespeople.

Re: Closing Ratio Report

Jung_Yueh_Lien — Mon, 17 Jun 2024 09:42:25 GMT

There should be an option to display the % of close rate .