Dashboards & Reporting

TMendl
Teilnehmer/-in

Closed Rates by Sales Rep

lösung

Hi HubSpot Community,

 

This might be familiar to some, but I wanted to share a small breakthrough we had and get feedback on how to improve it.

 

Our sales leadership team requested close-rate reports per rep, ideally displaying all reps (or teams) at once, which made pie charts less effective. We define close rate as:

 

Closed-Won Rate = (# Deals Closed-Won) / (# Deals Open + # Deals Closed)

 

Since HubSpot couldn't generate these reports per rep, we integrated Google Sheets via HubSpot Workflow to pull data, perform calculations, and share weekly reports. However, this required manual updates, and recreating workflows for different requests became tedious.

 

To streamline this, I created a custom calculated deal property using the formula above. Initially, the values were off (percentages in the thousands), but adding the calculated field to the report corrected the issue, and we now have a working report (ex. below):

 

TMendl_1-1729275681371.png

 

Current challenge: I’d like a single property for "All Deals" per rep (combining Open and Closed deals). I created another calculated property to sum the two, but it isn’t populating in the report.

 

Has anyone experienced this or found a more efficient way to report close rates by rep? I'd love to hear your insights!

 

Thanks in advance!

1 Akzeptierte Lösung
FarioConsulting
Lösung
Stratege/Strategin

Closed Rates by Sales Rep

lösung

Hi Theresa,
You can create custom calculations and aggregate data using summary functions
I would suggest that you look into using summary functions

Lösung in ursprünglichem Beitrag anzeigen

1 Antwort
FarioConsulting
Lösung
Stratege/Strategin

Closed Rates by Sales Rep

lösung

Hi Theresa,
You can create custom calculations and aggregate data using summary functions
I would suggest that you look into using summary functions