Dashboards & Reporting

Sheldonxz
Member

Deal Conversion Rate by Deal Owner

Is there a way to generate a report between deals created to deals won, and display this stats by deal owner in a list?

I can achieve this by create a deal conversion rate report and filter by owner one by one, but I want to create this in a deal leaderboard style.

2 Replies 2
erikaleana
Participant

Deal Conversion Rate by Deal Owner

@PamCotton Right now the only way for you to show conversion rates by deal owner is to manually create conversion rate reports by deal stage per deal owner.

 

The goal is to show each deal owner's conversion rate in a graph or table, so you'd see which sales reps (deal owners) have the most conversion.

 

I don't believe HubSpot has a way to do this currently, but would very much like to be proven wrong!

 

*Fingers crossed*

0 Upvotes
PamCotton
Community Manager
Community Manager

Deal Conversion Rate by Deal Owner

Hello @Sheldonxz,

 

When you mention that "I can achieve this by create a deal conversion rate report and filter by owner one by one, but I want to create this in a deal leaderboard style."

 

Could you please send us a screenshot of what you are referring to you would like to see your report?

 

Since lists are based in contact/companies, you are able to pull some deal properties but it will display only the contacts associated with the deals in the list.

 

The more information, screenshots, and details you can provide, the better I can advise on the next steps.

 

Thank you,

Pam

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