Win Rate of Deals
The amount of won deals compared to the total opportunities created during a certain period.
What is Win Rate of Deals?
It’s important to update it frequently because the result will always depend on the total number of opportunities created during the specified time period. Due to this reason, this KPI is also called Rolling Close Rate.
Apart from showing the efficiency of the sales team, it can also give you more insight on the best performance in order to get some useful learnings. Moreover, it can also show the impact that other departments’ latest actions may have on your deals, for example, IT or Marketing.
Although there is no specific period to measure and each company decides what fits them best, the most common calculation is to compare the current month to the past one. You can also define what counts as opportunity, since it may vary depending on the organization.
Pre-built widgets to display Win Rate of Deals
month
Win Rate per Employee
month
Win Rate
How to calculate Win Rate of Deals?
(
Count(Won Deal) /
(
Count(Won Deal) +
Count(Lost Deal)
)
)
How it works
1. Connect your data sources
One-click real-time integration with our dashboards to the most popular CRM, support and other business systems.
2. Build dashboards
Use our prebuilt KPI dashboards or customize your own by using formulas to calculate more advanced metrics.
3. Boost team performance
Share real-time insights with your team and boost performance by 20% with visualizing data on dashboards.
Boost performance with real-time insights
Plecto is a data visualization software that helps you motivate your employees to reach new limits and stay on top of your business.
