Close Rate Report

rboniek
Participant

Hi everyone! 

 

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? 

 

Thanks in advance! 

10 Replies 10
jennysowyrda
Community Manager

Hi @rboniek,

 

Can you send along what reports you have created so far? Additionally, are you working with the available reports, or do you have access to the reporting add on?

 

For a full list of the default sales reports, I wanted to share this resource. For creating custom reports, I wanted to share this article.

 

Thank you,

Jenny

0 Upvotes
Uusteri
Participant | Diamond Partner

Hello HubSpot Community,

 

I am trying to achieve the same report as @rboniek. I am trying to achieve the % percentage by Sales rep. It should be a pretty simple calculation (Offers sent/deals won), but I can't seem to find any properties able to report this by Sales rep. The portal I am trying to achieve this with includes reporting add-on and Sales hub Enterprise + Marketing Hub Professional.

 

This seems like a pretty basic CRM feature since Close % is a key metric for tracking Sales team performance. 

 

Is there any way of doing this with HubSpot? 🙂 

rboniek
Participant

We got as close as I think it's possible. 

 

We set it up this way - see pictures below. For deal stages, just select the ones you want. Then in visualization, select the pie chart. 

 

I hope that helps! 

 

 

Screen Shot 2020-04-01 at 12.10.05 PM.pngScreen Shot 2020-04-01 at 12.09.53 PM.png

efellefred
Participant | Partner

i'm in the same boat

0 Upvotes
danielruby
Participant

You can do that with third-party apps from the App Marketplace (cough cough, Demand Sage, cough cough).

 

Other than that, I think the easiest way to do it is probably to make a bunch of clones of the "Deal stage funnel with deal totals and conversion rates" report and filter each only for deals owned by a particular rep.

 

Daniel Ruby

Head of Marketing

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Better HubSpot Reporting In Sheets

Shinojosa
Contributor

I am trying to create this same report. Any Updates?

efellefred
Participant | Partner

also looking for a built-in report

JonathanElkin
Contributor

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

hkfreem
Participant

We also need this - the deal stage funnel does not work since so people skip steps and go to won/lost

 

0 Upvotes
andrulobruzzo
Participant

I'm on the same issue here. There should be an option to display the % of close rate . 

0 Upvotes