Win Rate reporting

[sklein]

How can I create a report for win rate?  Calculation is pretty simple, total won($)/(total won($)+total lost ($)) but primarily I'm not sure how to add the calculated field? 

Thanks so much

[Bryantworks · Accepted solution]

Hey @sklein 

Maybe this article can help you out?  

https://knowledge.hubspot.com/articles/kcs_article/settings/create-calculation-properties

[David-Askvig]

There is a pretty simple way. Just create a report and pick a funnel report on deals. Then pick the Deal Record created and then the Closed Won stage and see the win rate. You can do this for any of the stages. 

Make sure to add a filter to take out any open deals, you only want to look at won and lost. Then you can do a rolling time range as well. 

[TRichardson68]

This negates that there is still a need to add KPI formulas into a report. This report seems "easy" from a UI perspective, but is not in fact easier than plugging in a basic arithmetic formula along with the filters. Want to see an average profit calculation on all your deals in the past quarter? There's no way to apply a 20% multiplier to your field selection and filters.

[MrBean]

You could simply create a calculation field profit*.2

I think you're over complicating it

[TRichardson68]

We have calculation properties and use them regularly on Records. There is a limit to the number of calculation properties you can use. So you're telling me every 25 calculations I want to report on, these have to be created as properties across contact, deals, tickets first, and I need to pay $70/mo per set?

A property is not at all a formula field, they are two different things. Saying to use a calculated property is infinitely more complicated and limiting. These formula fields are available in Data Sets. This is a perfect of example of what we would like in Custom Report Builder. 

[MrBean]

Hey @sklein -- not sure why this is marked as solved, I'm not sure that the calculation properties Bryantworks suggested is the right approach.

The best way to report on win rate I've found is through averaging deal stage probabilities or forecast probabilities of closed deals. Because the prob of closed deals will simply be either 0% or 100% / 0 or 1 -- If you had 2 closed-won deals and 2 closed lost:

(100% + 100% + 0% + 0%) / 4  = 50%

(1 + 1 + 0+ 0) / 4 = .5

I'd use a summarized table or a KPI summary report (But you could also get breakdown of rep's win rates by building a barchart). Just be sure and only include Closed Deals (ie won/lost deals).

Hope this helps, cheers. 

[bryceanelson]

This is still not resolved. We need to be able to report things like "Deal Win Rate Over Time" or "Lead Conversion Rate Over Time" by individual sales team or pipeline. Hubspot can't do this natively. 

[CBoon]

@Paul_bickley1

Here is a link to the XLSX that HSpot offers on its blog in lieu of giving us a WinRate formula or calculation in the paid HSpot CRM instance. It's just a simple XLSX with 1-2 formulas.

https://offers.hubspot.com/sales-metrics-calculator?hubs_post=blog.hubspot.com%2Fsales%2Fwin-rate&hu...

[Paul_bickley1]

yeah, guess that's their bandaid for now. Seems such a simple metric to calculate given it's all there. 

[CBoon]

This still doesn't solve the problem. Showing Win and Lost is not enough. We need the report and dash to show a % answer (i.e. 28% win rate). This is so basic. Extrememly frustrating that a CRM can't calculate Deal Win Rate.

[Bryantworks · Accepted solution]

Hi all,

There's since a new Sales Analytics report which has this calculation, push rates, velocities, waterfalls, as well as many others as at the time of the original answer in April of 2019 the report did not exist.

Here's a link to how to utilize it as well as where you can find it.

[Paul_bickley1]

Thanks, Bryan

Can you link me in a reply, the report that gives you a % displaying the win rate by itself? 
I can seem to find this anywhere in HubSpot.

[Paul_bickley1]

Again, there is no functionality in HubSpot that allows you to display a report which gives the % of win rate or conversation rate etc. Simply done Salesforce. It's a standard metric every sales manager must track. Please build thi

[JFinnegan]

This is a key but basic metric used by Revenue/Sales Ops which Im have to measure on a google doc.... not cool

[GKell]

This is NOT solved. The mere existence of an extremely limited calculation property does not make it possible to run a win rate calculation let alone sales velocity - which hubspot has a whole white paper on, just no mention of the fact that you need to use excel to actually get that metric. 

Yours Truly,

Forever Underwhelmed

[Bryantworks · Accepted solution]

Hey @sklein 

Maybe this article can help you out?  

https://knowledge.hubspot.com/articles/kcs_article/settings/create-calculation-properties

[sklein]

Thank you! that "should"work but my company has to buy the option for calculated fields, based on what the site is saying. Meeting with Sales rep in a couple days. Thanks.

[RPG]

I am still having the same Issue - when I build custom properties with calculations, there is only a very limited number of deal properties i can select (e.g. amount, Deal ID etc.) but nothing like "count of deals".

Do I do something wrong here? Somebody else found a solution for this?

[Qualifier-ai]

Also looking for the answer here. I would like to figure out a win/lose rate and present in a report.

Something simple like "Deals won"/"total deals" would be great, or something that could use "count of deals", as RPG mentioned. Guess this should be made at deal level?

If anybody has an answer to this, it would be highly appreaciated.