Seeing close rate as % in a report

[ISmolin]

Good day, colleagues,

Do we have any option for building the report as a summary to see just a number—conversion rate? (I was able to build a simple bar chart with Overall Deals in Closed status (Won or Lost) and Won ones to calculate the close rate). It works perfectly in a pre-built report in Sales Analytics -  but not in a custom report. 

Thank you 

[karstenkoehler · Accepted solution]

Hi @ISmolin,

Formatted as a decimal, yes. In a single-object deal report, set up the following:

Best regards!

[LSugrue]

Hey @karstenkoehler 

Is there a way we can use this in the Table report layout with a sales rep, their total Deals, total closed Deals, and then the exact conversion rate?

I'm currently stuck on trying to make it work, everything but the conversion rate piece haha.

[MCritzer]

Looking for the same report. Did you figure it out?

[ISmolin]

Hi @MCritzer  yes, it works the way @karstenkoehler  previously explained. 

[MCritzer]

I have been using contacts divided by the number of deals sold. I am new to HubSpot. Do total Deals = contacts? 

[ISmolin]

Thanks a million @karstenkoehler I appreciate you.