Back to all KPIs

Win Rate of Deals

The amount of won deals compared to the total opportunities created during a certain period.

Win Rate of Deals

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 organisation.

Pre-built widgets to display Win Rate of Deals

Win Rate

month

Win Rate

Win Rate per Employee

month

Win Rate per Employee

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 the most popular CRM, support, marketing and other business systems.

See our integrations

2. Build dashboards

Use our prebuilt KPIs or customize your own by using formulas to calculate more advanced metrics.

Learn more about our dashboards

3. Boost team performance

Share real-time insights with your team and boost performance by 20%.

Read our customer stories

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.

Plecto

Start 14-day free trial

Get started in minutes. No credit card required.