HubSpot Metric
CRM & Marketing
Win Rate = (Deals Won / (Deals Won + Deals Lost)) x 100
Win rate is the percentage of closed deals that result in a won outcome. It is the most direct measure of sales effectiveness, reflecting the team's ability to convert qualified opportunities into customers.
Full guide: definition, formula, and benchmarksHubSpotCRM & MarketingWin Rate
Win rate is the percentage of closed deals that result in a won outcome. It is the most direct measure of sales effectiveness, reflecting the team's ability to convert qualified opportunities into customers.
How to calculate win rate
Why win rate matters for HubSpot users
Win rate directly determines how much pipeline is needed to hit revenue targets. A five-percentage-point improvement in win rate can dramatically reduce the pipeline coverage required and free resources for higher-quality pursuits.
HubSpot users can segment win rate by deal source, product, size band, and sales rep to identify patterns. Understanding why deals are lost is as valuable as understanding why they are won, and HubSpot closed-lost reasons provide this insight.
Understand and act on win rate with KPI Tree
Connect HubSpot deal outcome data to KPI Tree through your warehouse. Build a win rate tree showing overall rate alongside segmented views by product, size, source, and rep.
Assign sales leadership ownership and set alerts when win rate shifts beyond normal variance, prompting win/loss analysis reviews.
Get started with your HubSpot data
MCPPull metrics from HubSpot directly through the Model Context Protocol.
Connect your existing warehouse where HubSpot data already lands.
Our professional services team can build you turn-key AI foundations in a matter of weeks. Data warehouse on Snowflake/BigQuery, ELT with Fivetran, all modelled in dbt with a semantic layer.
Related HubSpot metrics
Sales Pipeline Velocity
CRM & MarketingMetric Definition
Deal Velocity = (Number of Deals x Average Deal Size x Win Rate) / Sales Cycle Length
Deal velocity quantifies the speed at which deals progress from creation to close, combining pipeline value, win rate, and sales cycle length into a single revenue throughput metric. It measures how much revenue your pipeline produces per unit of time.
Pipeline Value
CRM & MarketingMetric Definition
Pipeline Value = Sum of All Open Deal Amounts
Pipeline value is the total monetary worth of all open deals in your HubSpot sales pipeline. It represents the potential revenue available for conversion and serves as the foundation for revenue forecasting and target attainment planning.
Sales Cycle Length
CRM & MarketingMetric Definition
Sales Cycle Length = Average (Close Date - Create Date) for Won Deals
Sales cycle length measures the average number of days from deal creation to closed-won outcome in HubSpot. It reflects the overall speed of your sales process, encompassing qualification, evaluation, proposal, and decision stages.
Quote-to-Close Rate
CRM & MarketingMetric Definition
Quote-to-Close Rate = (Deals Closed Won After Quote / Total Quotes Issued) x 100
Quote-to-close rate is the percentage of deals that close won after a formal quote or proposal has been issued through HubSpot. It isolates the final stage of the sales process to measure proposal effectiveness and negotiation success.
Explore win rate across integrations
All HubSpot metrics
Activity Volume Per ContactContact Engagement ScoreContact Segmentation AnalysisCustomer Acquisition CostCustomer Churn AnalysisCustomer Lifetime ValueCustomer Support Ticket AnalysisDeal Size DistributionSales Pipeline VelocityEmail Engagement RateForm Conversion RateLead Conversion RateLead Scoring AnalysisLead Source PerformanceMarketing Attribution AnalysisMonthly Recurring RevenuePipeline Stage Conversion AnalysisPipeline ValueQuote-to-Close RateSales Cycle LengthSales Forecast AccuracySales Funnel AnalysisSales Rep Performance AnalysisWorkflow Automation EffectivenessEmpower your team to understand and act on HubSpot data
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