Creating Win % Report

[SMcGuire9]

Hello, 

This might be a dumb question because it is a simple calculation but I cannot find anywhere to input the right fields for a report. Is it possible to create a wing % report by calculating (Closed Won/ Closed Lost + Closed Dead + Closed Won) 

Thanks,

Sawyer

[karstenkoehler · Accepted solution]

Hi @SMcGuire9,

As far as I know this is currently not possible, at least not in the exact way you're looking for. Most of HubSpot's reporting is record-based. HubSpot will simply count how many records there are after filtering and measured by certain properties. You can't apply formulas or additional calculations.

There is a workaround that might work for you, a custom deal report (Reports > Reports > Create custom report > Deal), displaying Deal stage measured by Count of Deals, visualized as Pie chart. In the Filters, filter out all deal stages other than Closed Won and Closed Lost:

Hope this helps!

[KYeager]

Im looking to report on the win ratio for deals in a specific timeframe that have hit the proposed stage and were converted in the same timeframe and are now closed won.  I have tried to build funnel reports to create this metric but it never displays the data correctly.  If the system can track deal activity and when deal was converted, surely I should be able to show it in a report.  Any help would be appreciated. TIA!

[DianaGomez]

Hi  @KYeager , hope you are doing well!

Since this is an old thread, I encourage you to create a new conversation, this way more users will be able to see it. Please make sure to add context, screenshots, and all the details you can.

Best,
Diana

[SMcGuire9]

Yes!!! You are the man Karsten! That's a clever workaround that will be perfect. 

Thanks so much!