Win % Value

[JHuval]

I want to create a report that shows the value amount of closed won deals compared to the entire pipeline's value. For example, closed won deals equals $50,000 and the total pipeline's value is $250,000. The win % value would be 20%. Is there a way to do that?

[RubenBurdin · Accepted solution]

hi @JHuval 

From what I know, HubSpot gives you two workable roads:

• Sales Analytics tool (Sales Hub Pro / Enterprise). Go to Reports → Sales Analytics → Win rate. In the right-hand menu switch “Metric” from Deal count to Deal amount. Filter on the pipeline you care about and choose the date range. HubSpot then divides the total Amount of Closed-Won deals by the total Amount of all closed deals, giving you a true $$-based win %.

• Custom calculated field (Ops Hub Pro) if you need open deals in the denominator.

1. Create a Numeric property on the Deal object called “Won Amount.”

2. Add a workflow: If deal stage is Closed-Won → set Won Amount = Amount; else Won Amount = 0.

3. In the custom report builder choose Single metric → “Sum of Won Amount ÷ Sum of Amount.” The builder’s formula box supports division, so you’ll get “0.20” which you can format as 20 %.

Hope this helps.

[ChrisChin_LLF]

Not natively as a standalone, but you can get to that data a couple other places.

1) you can do a pie chart with deals by stage showing "Amount", and that would show you the % won in that calculation, but would also show you all the other stages. 

2) You can use something like the "Deal stage funnel with deal totals and conversion rates" which will do something similar

3) You can use a third party platform as an intermediary, something like Looker or Databox where you can do custom calculations and embed that in your dashboard.

If my reply answered your question please mark it as a solution to make it easier for others to find.

Cheers!

Chris Chin

Local Leaf Marketing

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