Win Rate reporting

Hey @sklein -- not sure why this is marked as solved, I’m not sure that the calculation properties Bryantworks suggested is the right approach.

The best way to report on win rate I’ve found is through averaging deal stage probabilities or forecast probabilities of closed deals. Because the prob of closed deals will simply be either 0% or 100% / 0 or 1 -- If you had 2 closed-won deals and 2 closed lost:

(100% + 100% + 0% + 0%) / 4 = 50%

(1 + 1 + 0+ 0) / 4 = .5

I’d use a summarized table or a KPI summary report (But you could also get breakdown of rep’s win rates by building a barchart). Just be sure and only include Closed Deals (ie won/lost deals).

Hope this helps, cheers.