Close Rate Report

rboniek · ‎Jan 24, 2020

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!

MrBean · ‎Nov 1, 2022

Ignore the shameless self promoting apps/third party in this thread.

Can't say I know why hubspot hasn't released a default report in sales analytics or their reporting library. . . seems very critical.

But I can say with certainty there is an elegant solution using Single Object Deal Reports.

After filtering to only won & lost deals. Taking the Average of 'Deal Stage Probablity' or 'Likelihood to close' will give you the win rate report your looking for.

You could then visualize as bar charts, in a table, as one single percentage etc.

View solution in original post

MrBean · ‎Nov 1, 2022

This is a pretty-sure way to scare away business bro. no funnels needed. If they want a bar chart give them a bar chart . . .

Single obj reports. take the Average of 'deal stage forecast probability', then facet/group by rep in a bar chart

Uusteri · ‎Apr 1, 2020

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? 🙂

MrBean · ‎Nov 1, 2022

Did you try averaging 'Forecast Probability' and grouping by rep?

efellefred · ‎Jul 14, 2020

i'm in the same boat

rboniek · ‎Apr 1, 2020

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!

Dashboards & Reporting