Pipeline x Win Rate

Smart CRM & Sales Hub Dashboards & Reporting
1

Good Morning!
I have a sales team performance dashboard in my system. This is a series of reports for each one of my sales reps.

Currently, these are the report filters:

  • Deal Stage = Won, Lost
  • Date Property = Last Modified Date
  • Date Range = Rolling date range, Last 365 days
  • Deal Owner = John Walker

I need to find out how to take the total revenue of all deals currently in the stage “sent to the customer” x the reps ALL TIME win average. How is this possible?

2

Hi @EmilyHamilton,

Thank you for reaching out to the Community!

I wanted to tag in a couple of subject matter experts to see if they have any advice:

Hi @ChrisoKlepke, @deepikaverma, @franksteiner79, do you have any tips for @EmilyHamilton? Thank you!

Cheers
Mia, Community Team