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Sales

Win Rate Analysis

Discover the likelihood of winning opportunities.

Business questions

This template addresses the following:

What percentage of opportunities are typically won?
What is the win rate for different segments, sources or sales reps?
How has our win rate changed over time?

Included Metrics (2)

Opportunity Win Rate

The percentage of the value of won opportunities relative to the total value of all opportunities closed during the period.

Opportunity Win Rate by Stage

The share of value of all closed opportunities that passed through the sales funnel stages at one point and were won during the period.

Template description

This template is showing the rate of winning opportunities closed within a period. The Opportunity Win Rate is calculated by comparing the amount of successfully closed opportunities to all closed opportunities within a given period.

Tags:

Sales

Pipeline Analysis

SalesOps

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Win Rate Analysis

Discover the likelihood of winning opportunities.

Includes 2 metrics

Opportunity Win Rate, Opportunity Win Rate by Stage

Available with 2 integrations

Salesforce connector

HubSpot connector

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