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
Hi @ISmolin,
Formatted as a decimal, yes. In a single-object deal report, set up the following:
Best regards!
Thanks a million @karstenkoehler I appreciate you.
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.
Looking for the same report. Did you figure it out?
Hi @MCritzer yes, it works the way @karstenkoehler previously explained.
I have been using contacts divided by the number of deals sold. I am new to HubSpot. Do total Deals = contacts?
