Only seing this now @amandafann .
Sounds like some sort of filter issue. You have to select close date not create date in the filters. Hope that helps. Otherwise, please drop me an email l.heiz@bee.digital
Only seing this now @amandafann .
Sounds like some sort of filter issue. You have to select close date not create date in the filters. Hope that helps. Otherwise, please drop me an email l.heiz@bee.digital
why has this never been created? It’s the most basic of sales reports. I just chatted with support and learned it still doesn’t exist.
Rep 1: 32%
Rep 2: 27%
Rep 3: 33%
Please Hubspot, prioritize making this report work.
Is there a reason why this current thread with the same concern/question won’t work? It has lots of comments with people wanting the same.
Hey guys!
One way to show your close rate is by average forecast probabilities of closed deals. Because those of closed deals will simply be either 0% or 100%-- If you had 2 closed-won deals and 2 closed lost:
(100% + 100% + 0% + 0%) / 4 = 50%
Just be sure and only include Closed Deals (ie won/lost deals)
Hope this helps ![]()
brilliant work around!
@MrBean you 100% rock. This solution works perfectly for my purposes and allows me to trend this over time and even compare across sales reps and/or verticals…Really a very helpful report which should be standard. A thousand thank yous…
There should be an option to display the % of close rate . ![]()
I am astounded that after >five years of requests, there is not a simple way to look at close rates since it is a crucial statistic for managing sales.
Hi everyone, I’ve been struggling with this for a while but I figured out a way to get the closing percentage KPI to populate for each of our sales reps.
Using the Formula Field while creating a report I used the native HubSpot property of hs_is_closed_won = true divided by my custom property of Qualified that I use in a workflow to add a value of 1 to this record each time a qualified lead enters into our pipeline.
Then using this formulate in the formula field: SUM(IF([DEAL.hs_is_closed_won] = true, 1, 0)) / SUM(([DEAL.qualified_deal]))
Adjust the format of the number to percentage in the report, add your deal owner filter, and adjust by close and creat date and boom!
Hope this helps!