Win Loss ration member wise

afrinkazi
Member

How do I get the Win vs loss ratio of deals for my individual team members, how do I create reports that are sent to every individual for their companies/ deals which are untouched for a specific period? 

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jennysowyrda
Community Manager

Hi @afrinkazi

 

What subscription of HubSpot do you have? Your reporting options will depend upon if you have the reporting add-on. 

 

An easy way to pull this information would be to add filters on your deals for 'HubSpot owner is equal to 'xyz'' and 'deal stage' is 'won' or 'deal stage' is 'lost'. You can then take that data offline to manipulate it into a report. 

 

I would also recommend looking at the deal leaderboard or deal revenue leaderboard which are available on the sales dashboard as well. 

 

 


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