How can I create a report for win rate? Calculation is pretty simple, total won($)/(total won($)+total lost ($)) but primaril…

Hey @sklein Maybe this article can help you out? https://knowledge.hubspot.com/articles/kcs_article/settings/create-calcula…

Hi all, There’s since a new Sales Analytics report which has this calculation, push rates, velocities, waterfalls, as well a…

Thank you! that "should"work but my company has to buy the option for calculated fields, based on what the site is saying. Me…

I am still having the same Issue - when I build custom properties with calculations, there is only a very limited number of d…

Also looking for the answer here. I would like to figure out a win/lose rate and present in a report. Something simple like …

This is NOT solved. The mere existence of an extremely limited calculation property does not make it possible to run a win ra…

Again, there is no functionality in HubSpot that allows you to display a report which gives the % of win rate or conversation…

This is a key but basic metric used by Revenue/Sales Ops which Im have to measure on a google doc… not cool

This still doesn’t solve the problem. Showing Win and Lost is not enough. We need the report and dash to show a % answer (i.e…

@Paul_bickley1 Here is a link to the XLSX that HSpot offers on its blog in lieu of giving us a WinRate formula or calculatio…

yeah, guess that’s their bandaid for now. Seems such a simple metric to calculate given it’s all there.

Win Rate reporting

Smart CRM & Sales Hub Dashboards & Reporting

Paul_bickley1 November 8, 2021, 8:25pm 10

Thanks, Bryan
Can you link me in a reply, the report that gives you a % displaying the win rate by itself?
I can seem to find this anywhere in HubSpot.

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Win Rate reporting

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