topic Re: Seeing close rate as % in a report in Dashboards & Reporting

Seeing close rate as % in a report

ISmolin — Tue, 28 Jan 2025 17:29:47 GMT

Good day, colleagues,

Do we have any option for building the report as a summary to see just a number—conversion rate? (I was able to build a simple bar chart with Overall Deals in Closed status (Won or Lost) and Won ones to calculate the close rate). It works perfectly in a pre-built report in Sales Analytics - but not in a custom report.

Thank you

Re: Seeing close rate as % in a report

karstenkoehler — Tue, 28 Jan 2025 18:09:33 GMT

Hi @ISmolin,

Formatted as a decimal, yes. In a single-object deal report, set up the following:

Best regards!

Re: Seeing close rate as % in a report

ISmolin — Tue, 28 Jan 2025 18:18:18 GMT

Thanks a million @karstenkoehler I appreciate you.

Re: Seeing close rate as % in a report

LSugrue — Mon, 03 Feb 2025 02:46:36 GMT

Hey @karstenkoehler

Is there a way we can use this in the Table report layout with a sales rep, their total Deals, total closed Deals, and then the exact conversion rate?

I'm currently stuck on trying to make it work, everything but the conversion rate piece haha.

Re: Seeing close rate as % in a report

MCritzer — Wed, 07 May 2025 16:05:00 GMT

Looking for the same report. Did you figure it out?

Re: Seeing close rate as % in a report

ISmolin — Thu, 08 May 2025 07:55:36 GMT

Hi @MCritzer yes, it works the way @karstenkoehler previously explained.

Re: Seeing close rate as % in a report

MCritzer — Thu, 08 May 2025 18:56:46 GMT

I have been using contacts divided by the number of deals sold. I am new to HubSpot. Do total Deals = contacts?