I'm looking to create a report that shows the closing rate percentage for each sales rep. Normally it would just be a simple (deals closed/total leads) calculation, but I can't seem to find that on HubSpot. Is there a way to do this?
@MrBean you 100% rock. This solution works perfectly for my purposes and allows me to trend this over time and even compare across sales reps and/or verticals...Really a very helpful report which should be standard. A thousand thank yous....
I would highly recommend you to please post this product suggestion at our ideas forum.
Our product team, who monitors the forum regularly, can read your specific use case and understand why this would be a useful functionality or change. It also helps other customers facing the same issue to advocate for its implementation on your behalf by upvoting on the thread as well.
Thanks for the pie chart work-around @Lanny and @rboniek! @Lanny question for you...when using the Funnel Report, when I filter the data range, for example by last year, I realized that this excludes Deals that were created prior to last year, even though they may have closed-won during last year. If I were creating the same report for each year, they'd be left out of the year before as well, since they didn't Close in that year. How do you handle reporting on those?
1. Single Object Report (deals), filter by rep (optional), filter by deal stages "Closed won" and "closed lost", visualize as a pie chart
2. Funnel Report (Deals), all stages, filter by rep (optional) , all deals + closed won.
Ideal? no not in the least. Especially this is such a basic sales metric and the raw data is clearly there. I still do not understand why in the most recent reporting rollout there wasn't a "custom metric" (not custom properties) option. Every basic analytics tool has that.
I'm actually doing most of my monthly reporting that I use for management updates & decision meetings in databox. For everyday use, quick checks and for my reps it's mostly sufficient. Still frustrating knowing the power of SFDC however.
My goal: Include a number (%) to show Closed Rate for an individual Sales Rep's dashboard Workaround: Single Object report (Deals) -> Deal Owner = "Me" + Stages = 'Closed Won' and 'Closed Lost' > Visualisation as Pie Chart
This isn't a full list. This is a page on managing dashboards. I don't quite understand why a simple close rate report is nowhere in Hubspot. It's a critical metric to understand and forecast revenue based on past activity.
I don't find this elegant. I've spent 30 minutes trying to recreate what you've described, with no luck. I'm also then unable to build on that to try to understand close rates for certain products or line items. Elegant would be clicking on a report showing Close Rate by Rep or Hubspot Owner, which seems like a very basic default report for any CRM.